Rich P. Bursek
PRESIDENT & PARTNER
Service is our mantra
Never being satisfied is what drives us
Scott Welch, CIMA®
Chief Investment Officer & Partner
Mark H. Udis
PARTNER
Jayson J. Brown, CFP®
PARTNER
Carter Mecham, CMA®, IACCP®
Chief Financial Officer & Chief Compliance Officer
Rita F. Soto, CPA
Family Office Managing Director
Constantine S. Hatzivassiliou
Managing Director
Mariia Eroshin, CFA, CPA, CFP®, MBA
Managing Director of Family Office, Foundations & Endowments
Graham K. Mandl
Managing Director
Amanda Courtney
Senior Director
Chloe Huang
Senior Director
Michelle L. MacDonald
Senior Director
Alina Scally
Director of Finance
Michael D. Nunnally, CFP®
Director
Laura Halay
Director
Mark P. Purcell
Director
Cameron V. Doty, CFP®
Director
Jean G. Gibson
Family Office Bookkeeper
Angelina R. LaRocca, CPA
Family Office Senior Accountant
Natashia L. Rogers
Family Office Director
Sonia Hamilton
Director of Marketing
Harrison Page
Director of Alternative Investments
Kevin W. Byrne
Associate Director
Holly M. Workman
Associate Director
Alexis L. Hellberg
Associate Director of Marketing
Erin Reilly
Associate Director of Financial Reporting
Ryan O’Connell
Associate Director of Private Funds Reporting
Rory A. Brown Jr.
Business Analyst of Technology
Manuel Cukaj
Associate of Data Analytics & Investments
Anna Yu
Associate
Gregory W. Marino
ASSOCIATE