OUR PEOPLE
Service is our mantra. Never being satisfied is what drives us.
Rich P. Bursek

President & Partner

Kara S. Boccella

Partner

Mark H. Udis

Partner

Jayson J. Brown, CFP®

Partner

Daniel J. Lee

Partner, Chief Revenue Officer, & Wealth Advisor

James E. Ouderkirk, CFA, CPA

Co-Chief Investment Officer

Dylan E. Kremer

Co-Chief Investment Officer

Carter Mecham, CMA®, IACCP®

Controller & Chief Compliance Officer

Rita F. Soto, CPA

Family Office Managing Director

Constantine S. Hatzivassiliou

Managing Director

Bradley I. Vialpando, J.D., LL.M.

Managing Director, Legacy & Wealth Planning

Mariia Eroshin, CFA, CPA, CFP®, MBA

Managing Director, Family Office, Foundations & Endowments

Graham K. Mandl

Managing Director

Amanda Courtney

Senior Director

Alina Scally

Director of Finance

Alicia C. Kelly

Director of Corporate Development

Julien Baneux

Director of Business Development

Robert O'Leary

Director of Business Development

Christopher J. Blassick, CFP®

Director

Devon M. Galindo, CFP®, ChFC®, AIF®

Director

Booth A. Boughan

Director

Chloe Huang

Director

Michelle L. MacDonald

Director

Michael D. Nunnally, CFP®

Director

Lauren DiCola

Director of Investments and Market Research

Laura Halay

Director

Mark P. Purcell

Associate Director

Kevin W. Byrne

Associate Director

Penny N. Nagel

Family Office Controller

Jean G. Gibson

Family Office Bookkeeper

Natashia L. Rogers

Associate Director

Angelina R. LaRocca, CPA

Senior Accountant

Jacob R. Levine

Associate Director

Cameron V. Doty

Associate Director

Laura E. Lemoine

Associate Director

Holly M. Workman

Associate Director

Rebecca K. Shaw, CFP®

Associate Director

Sam E. Biscaro

Associate Director & Wealth Advisor

Linh Tran

Associate Director, Business Development

Alexis L. Hellberg

Associate Director of Marketing

Sonia Hamilton

Associate Director, Marketing Strategy

Anna Yu

Associate

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