Meet Our Team We have carefully selected our Partners, Associates and staff based on the values important not only to us, but to our clients. AllAssociateManagementPartnerSenior Associate Rob BarkinPartner Marc BergerPartner David ChassonPartner Richard CooperPartner Kar-Wei LamPartner Kyle SzamesPartner Steve YermusPartner Andrew PrenickManagement, Partner Stephanie RaimundoManagement Charles BergerSenior Associate Beni ChencinskiSenior Associate Aviva AbrahamAssociate Robert FranklinAssociate Ken GilburtAssociate Jonah KaganAssociate Chasin KalishAssociate Simon McInnisAssociate Robert OlivellaAssociate Jack PollakAssociate Ken SternAssociate Lidia ZielinskiAssociate Helping our clients define and realize their financial goals. Set up a conversation with one of our advisors. Get Started Today
