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 Beni ChencinskiPartner Richard CooperPartner Steve YermusPartner Andrew PrenickManagement, Partner Stephanie RaimundoManagement Charles BergerSenior Associate Robert FranklinSenior Associate Jack PollakSenior Associate Aviva AbrahamAssociate Karen BekkerAssociate Ken GilburtAssociate Chasin KalishAssociate Jonah KaganAssociate Kar-Wei LamAssociate Simon McInnisAssociate Joan MorrowAssociate Robert OlivellaAssociate Ken SternAssociate Kyle SzamesAssociate Lidia ZielinskiAssociate Helping our clients define and realize their financial goals. Set up a conversation with one of our advisors. Get Started Today
