Mission

Advisors and Team

 Senior Advisors

 Advisors

 Senior Management

 Team Members

Advisory Board

History
 

New York City Team Members

Senior Advisors
Paul E. Tramontano Co-Chief Executive Officer
Sam Katzman Chief Investment Officer

Principals
Christopher M. Smith Principal
 
Advisors
Patrick Moran Advisor
Mark T. Mulvoy (Duke) Advisor
Peter C. Sayer Advisor
 
Client Service
Jeanne McGannon, CFP®  Office Operations Manager
Kimberly Pike Associate
Charaya Simmons Associate
Fiorenza FontanaAssociate
  
Research
Matt Schaenen Investment Management Associate
Jason Sheena Associate
 
Management and Administration
Catherine Sidamon-Eristoff   Managing Director
Philip Frank Chief Compliance Officer
Robert Gorczakowski Chief Financial Officer
Michael Totoro Director of Information Technology
Joshua Hanson IT Associate
Kevin Loving Data Administrator
Kelly Sadowski Reception