Our clients pay us to manage their wealth. 

Why do you care about the Management Committee?  Because the Management Committee worries about coffee, toilets overflowing, and light bulbs, and that means our wealth managers can worry about your financial future.  Plus we needed to have something for those frustrated MBAs to do.

The frustrated MBAs include:                                                          

• Jennifer Papadopolo
• David Bugen
• Christopher Cordaro
• Joe Leone (well, he’s not an MBA – but he is a CPA – and we needed someone to count the beans)