Our Team


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Partner, Chief Investment Officer

New York

Partner, Portfolio Manager

San Francisco

Partner, Portfolio Manager

New York

Partner, Chief Compliance Officer and General Counsel

New York

Partner, Wealth & Fiduciary Advisor

Tampa

Partner, Wealth & Fiduciary Advisor

Tampa

Partner, Director of Municipal Bond Research

New York

Partner, Portfolio Manager

New York

Partner, Wealth & Fiduciary Advisor

New York

Partner, Wealth & Fiduciary Advisor

New York

Partner, Financial Advisor

New York

Partner, Head of Operations

New York

Partner, Portfolio Manager

New York

Partner, Portfolio Manager

New York

Partner, Portfolio Manager

New York

Partner, Chairman

Palm Beach

Partner, Portfolio Manager

San Francisco

Partner

San Francisco

Partner, Wealth & Fiduciary Advisor

San Francisco

Partner, Wealth & Fiduciary Advisor

New York

Partner, Portfolio Manager

Tampa

Partner, Portfolio Manager

Palm Beach

Partner, Portfolio Manager

New York

Partner, Portfolio Manager

Minneapolis

Partner, Wealth & Fiduciary Advisor

Minneapolis

Partner, Portfolio Manager

New York

Partner, Wealth & Fiduciary Advisor

Palm Beach

Partner, Portfolio Manager

Minneapolis

Partner, Wealth & Fiduciary Advisor

San Francisco

Partner, Portfolio Manager

New York

Partner, Portfolio Manager

San Francisco

Partner, President and Chief Executive Officer

New York

Managing Director, Wealth & Fiduciary Advisor

New York

Managing Director, Portfolio Manager

New York

Managing Director, Wealth & Fiduciary Advisor

New York

Managing Director, Wealth & Fiduciary Advisor

New York

Managing Director, Chief Fiduciary Officer

Delaware

Managing Director, Portfolio Manager

Minneapolis

Managing Director, Wealth & Fiduciary Advisor

New York

Managing Director, Director of Marketing/Sales Coordination

New York

Managing Director, Wealth & Fiduciary Advisor

Minneapolis