A team of experienced wealth advisors

Our unique family office style of wealth advisory gives our clients access to leading professionals in investment and wealth management, estate planning, tax, asset allocation, and more.

Lido is not a legal service provider or tax professional and does not offer legal or tax advice. Should you desire to obtain tax or legal services or advice, you must enter into your own, independent engagement agreement with a licensed attorney or tax professional.

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Wealth Advisory

Lido clients can benefit from our holistic approach to wealth management. Our family office style aims to protect your legacy for future generations.

Aaron Love-Wealth Manager
Aaron Love
Wealth Manager
Adam Osterling, CFP<sup>®</sup>-Wealth Advisor
Adam Osterling, CFP®
Vice President, Wealth Advisor
Adrianne Erickson-Wealth Manager
Adrianne Erickson
Wealth Manager
Al Mathews, CFP<sup>®</sup>-Senior Wealth Advisor
Al Mathews, CFP®
Director, Senior Wealth Advisor
Alex Kob-Senior Wealth Manager, Market Lead
Alex Kob
Managing Director, Senior Wealth Manager, Market Lead
Alex McClain-Wealth Advisor
Alex McClain
Wealth Advisor
Alexandra Browne-Chief Development Officer
Alexandra Browne
Senior Managing Director, Chief Development Officer
Alexandra Papell-Wealth Manager
Alexandra Papell
Wealth Manager
Alyssa Weinberger, CPA, CFP<sup>®</sup>-President, Family Office Advisory
Alyssa Weinberger, CPA, CFP®
Founding Partner, Chief People Officer, President, Family Office Advisory
Amit Josef, CFP<sup>®</sup>-Senior Wealth Advisor
Amit Josef, CFP®
Senior Vice President, Senior Wealth Advisor
Andrew Hancock, CFP<sup>®</sup>, ChFC<sup>®</sup>, CIMA<sup>®</sup>-Senior Wealth Manager
Andrew Hancock, CFP®, ChFC®, CIMA®
Vice President, Senior Wealth Manager
Andrew Ielmini-Wealth Manager
Andrew Ielmini
Wealth Manager
Anthony Clay-Wealth Manager
Anthony Clay
Wealth Manager
Ashish Patel-Wealth Advisor
Ashish Patel
Vice President, Wealth Advisor
Ashley Papa-Senior Wealth Manager
Ashley Papa
Senior Vice President, Senior Wealth Manager
Austin Taylor-Wealth Manager
Austin Taylor
Wealth Manager
Barbara Lommen, CFP<sup>®</sup>, CDFA<sup>®</sup>-Senior Wealth Advisor
Barbara Lommen, CFP®, CDFA®
Senior Vice President, Senior Wealth Advisor
Beck Johnson-Senior Wealth Manager
Beck Johnson
Senior Vice President, Senior Wealth Manager
Becky Rang-Senior Wealth Advisor
Becky Rang
Senior Vice President, Senior Wealth Advisor
Ben Bruner-Wealth Manager
Ben Bruner
Wealth Manager
Ben Hamblen-Senior Wealth Manager
Ben Hamblen
Senior Vice President, Senior Wealth Manager
Bradley Kaufman-Wealth Manager
Bradley Kaufman
Wealth Manager
Brandon Agneberg-Senior Wealth Manager
Brandon Agneberg
Senior Vice President, Senior Wealth Manager
Brandon Denihan-Senior Wealth Advisor
Brandon Denihan
Senior Vice President, Senior Wealth Advisor
Brandon Heicklen, AIF<sup>®</sup>, CRPC<sup>®</sup>-Wealth Manager
Brandon Heicklen, AIF®, CRPC®
Wealth Manager
Brandon Nie-Senior Wealth Advisor
Brandon Nie
Senior Vice President, Senior Wealth Advisor
Brendan Van Cleve-Senior Wealth Manager
Brendan Van Cleve
Managing Director, Senior Wealth Manager
Brennan Fontana-Digital Distribution & Partnerships
Brennan Fontana
Senior Vice President, Digital Distribution & Partnerships
Brian Appel, CFP<sup>®</sup>, ChFC<sup>®</sup>-Senior Wealth Advisor, Market Lead
Brian Appel, CFP®, ChFC®
Director, Senior Wealth Advisor, Market Lead
Brian Blackwell, CFP<sup>®</sup>, RICP<sup>®</sup>, ChFC<sup>®</sup>, CDAA<sup>™</sup>-Senior Wealth Manager
Brian Blackwell, CFP®, RICP®, ChFC®, CDAA™
Senior Vice President, Senior Wealth Manager
Brian Leadley, CFA, CPA-Senior Wealth Advisor
Brian Leadley, CFA, CPA
Managing Director, Senior Wealth Advisor
Brian Reisner-Senior Wealth Manager
Brian Reisner
Senior Vice President, Senior Wealth Manager
Brooke Napiwocki, CFP<sup>®</sup>-Senior Wealth Manager
Brooke Napiwocki, CFP®
Director, Senior Wealth Manager
Brooklyn Griffin, CFP<sup>®</sup>-Senior Wealth Manager
Brooklyn Griffin, CFP®
Senior Vice President, Senior Wealth Manager
Charles Faulhaber, CFP<sup>®</sup>, CLU<sup>®</sup>, ChFC<sup>®</sup>, CASL<sup>®</sup>, RICP<sup>®</sup>-Senior Wealth Manager
Charles Faulhaber, CFP®, CLU®, ChFC®, CASL®, RICP®
Senior Vice President, Senior Wealth Manager
Chris Lagudis-Senior Wealth Advisor
Chris Lagudis
Managing Director, Senior Wealth Advisor
Chris Nolan-Wealth Manager
Chris Nolan
Wealth Manager
Chris Peterson-Senior Wealth Manager
Chris Peterson
Senior Vice President, Senior Wealth Manager
Christian Martinez, CFP<sup>®</sup>-Wealth Manager
Christian Martinez, CFP®
Wealth Manager
Christian Tiscareno-Wealth Advisor
Christian Tiscareno
Vice President, Wealth Advisor
Clay Westover, CFP<sup>®</sup>-Senior Wealth Manager
Clay Westover, CFP®
Senior Vice President, Senior Wealth Manager
Cody Ambrogi-Wealth Manager
Cody Ambrogi
Wealth Manager
Colin Grover, CFP<sup>®</sup>-Senior Wealth Manager
Colin Grover, CFP®
Director, Senior Wealth Manager
Colleen Kelly-Senior Wealth Advisor, Team Lead
Colleen Kelly
Director, Senior Wealth Advisor, Team Lead
Conner Dabish-Wealth Manager
Conner Dabish
Wealth Manager
Corrina Olson, CFP<sup>®</sup>-Senior Wealth Advisor
Corrina Olson, CFP®
Director, Senior Wealth Advisor
Courtney Blum-Senior Wealth Advisor
Courtney Blum
Senior Vice President, Senior Wealth Advisor
Dani Comart-Senior Wealth Manager
Dani Comart
Director, Senior Wealth Manager
Danny Leong, CFP<sup>®</sup>-Senior Wealth Manager
Danny Leong, CFP®
Senior Vice President, Senior Wealth Manager
Danny Weitzman, CFP<sup>®</sup>-Senior Wealth Manager
Danny Weitzman, CFP®
Vice President, Senior Wealth Manager
David Daughtrey, CFA, CFP<sup>®</sup>-Senior Wealth Advisor
David Daughtrey, CFA, CFP®
Managing Director, Senior Wealth Advisor
David Haddad-Wealth Manager
David Haddad
Wealth Manager
David Lundquist-Senior Wealth Manager
David Lundquist
Managing Director, Senior Wealth Manager
Dee Kerr, CFP<sup>®</sup>-Wealth Manager
Dee Kerr, CFP®
Vice President, Wealth Manager
Derek Tam, CFP<sup>®</sup>-Senior Wealth Advisor
Derek Tam, CFP®
Senior Vice President, Senior Wealth Advisor
Dillon Gracey, CFP<sup>®</sup>-Senior Wealth Advisor
Dillon Gracey, CFP®
Senior Vice President, Senior Wealth Advisor
Dominik Elmasian-Senior Wealth Manager
Dominik Elmasian
Senior Vice President, Senior Wealth Manager
Elias Kaplan, CFP<sup>®</sup>-Wealth Manager
Elias Kaplan, CFP®
Vice President, Wealth Manager
Emily Kruthoff-Senior Portfolio Strategist
Emily Kruthoff
Senior Vice President, Senior Portfolio Strategist
Eric Sagadin, CFP<sup>®</sup>-Senior Wealth Advisor
Eric Sagadin, CFP®
Director, Senior Wealth Advisor
Eric Taslitz-Senior Wealth Advisor
Eric Taslitz
Managing Director, Senior Wealth Advisor
Erica Ghotra, CRPC<sup>®</sup>, CRPS<sup>®</sup>-Senior Wealth Advisor
Erica Ghotra, CRPC®, CRPS®
Managing Director, Senior Wealth Advisor
Erick Newton, CFP<sup>®</sup>-Senior Wealth Advisor
Erick Newton, CFP®
Managing Director, Senior Wealth Advisor
Erik Clemente-Wealth Manager
Erik Clemente
Wealth Manager
Evaggelia Hatzimanolis, CFP<sup>®</sup>-Senior Wealth Advisor
Evaggelia Hatzimanolis, CFP®
Senior Vice President, Senior Wealth Advisor
Evan Levy, JD, CEP<sup>®</sup>-Senior Wealth Manager
Evan Levy, JD, CEP®
Managing Director, Senior Wealth Manager
Garin Rydalch-Wealth Manager
Garin Rydalch
Vice President, Wealth Manager
Garrett Gabriel-Wealth Manager
Garrett Gabriel
Wealth Manager
Grady Camps, CFP<sup>®</sup>-Wealth Manager
Grady Camps, CFP®
Wealth Manager
Grant Vahalla, CFP<sup>®</sup>-Senior Wealth Manager
Grant Vahalla, CFP®
Senior Vice President, Senior Wealth Manager
Greg Kushner, CPA<sup>*</sup>-Chairman
Greg Kushner, CPA*
Founder, Chairman
Greg Robitshek, CFA-Senior Wealth Manager
Greg Robitshek, CFA
Senior Vice President, Senior Wealth Manager
Greg Satz-Senior Wealth Advisor
Greg Satz
Managing Director, Senior Wealth Advisor
Gretchen Zierolf, CFP<sup>®</sup>-Senior Wealth Advisor
Gretchen Zierolf, CFP®
Managing Director, Senior Wealth Advisor
Heather O'Connor-Private Client Services
Heather O'Connor
Senior Associate, Private Client Services
Henry Herrill, AWMA<sup>®</sup>-Senior Wealth Manager
Henry Herrill, AWMA®
Senior Vice President, Senior Wealth Manager
Jack Kirby-Wealth Manager
Jack Kirby
Wealth Manager
Jack Weinstein-Senior Wealth Manager
Jack Weinstein
Director, Senior Wealth Manager
Jacob Loosle, CFP<sup>®</sup>-Senior Wealth Manager
Jacob Loosle, CFP®
Senior Vice President, Senior Wealth Manager
Jake Eggett, CFP<sup>®</sup>-Senior Wealth Advisor
Jake Eggett, CFP®
Managing Director, Senior Wealth Advisor
Jaron Wagner, CFP<sup>®</sup>-Senior Wealth Advisor
Jaron Wagner, CFP®
Vice President, Senior Wealth Advisor
Jason Blumberg-Senior Wealth Advisor, Market Lead
Jason Blumberg
Managing Director, Senior Wealth Advisor, Market Lead
Jason Ozur, CPA<sup>*</sup>-Chief Executive Officer
Jason Ozur, CPA*
Founding Partner, Chief Executive Officer
Jason Teich-Senior Wealth Manager
Jason Teich
Senior Vice President, Senior Wealth Manager
Javi Jimenez, CFP<sup>®</sup>-Senior Wealth Advisor
Javi Jimenez, CFP®
Senior Vice President, Senior Wealth Advisor
Jeff Christie-Senior Wealth Manager
Jeff Christie
Managing Director, Senior Wealth Manager
Jeffrey Kaufmann-Senior Wealth Manager
Jeffrey Kaufmann
Director, Senior Wealth Manager
Jeffrey Westheimer, JD-Senior Managing Director
Jeffrey Westheimer, JD
Founding Partner, Senior Managing Director
Jennifer Betbadal-Senior Wealth Advisor
Jennifer Betbadal
Senior Vice President, Senior Wealth Advisor
Jeremiah James-Wealth Manager
Jeremiah James
Wealth Manager
Jerrod Foster, CFA, CFP<sup>®</sup>-Senior Wealth Manager
Jerrod Foster, CFA, CFP®
Senior Vice President, Senior Wealth Manager
Jerry Nigro-Senior Wealth Manager
Jerry Nigro
Director, Senior Wealth Manager
Jessica Fino-Senior Wealth Manager
Jessica Fino
Senior Vice President, Senior Wealth Manager
Jimmy Savage-Senior Wealth Manager
Jimmy Savage
Senior Vice President, Senior Wealth Manager
Joe Romeo, CFP<sup>®</sup>-Senior Wealth Manager
Joe Romeo, CFP®
Vice President, Senior Wealth Manager
John Bute, CPA-Advanced Wealth Planning
John Bute, CPA
Managing Director, Advanced Wealth Planning
John McInerney, CFP<sup>®</sup>-Senior Wealth Manager
John McInerney, CFP®
Director, Senior Wealth Manager
John T. Kennedy III-Senior Wealth Advisor
John T. Kennedy III
Managing Director, Senior Wealth Advisor
Jon Morgan-Senior Wealth Advisor
Jon Morgan
Managing Director, Senior Wealth Advisor
Jon Teran, CFP<sup>®</sup>-Senior Wealth Manager, Market Lead
Jon Teran, CFP®
Managing Director, Senior Wealth Manager, Market Lead
Jonathan Jewitt, CFA-Senior Wealth Manager
Jonathan Jewitt, CFA
Managing Director, Senior Wealth Manager
Jordan Kunz, CFA, CFP<sup>®</sup>, CSRIC<sup>™</sup>-Senior Wealth Manager
Jordan Kunz, CFA, CFP®, CSRIC™
Senior Vice President, Senior Wealth Manager
Joshua Miller, CFP<sup>®</sup>-Senior Wealth Advisor
Joshua Miller, CFP®
Director, Senior Wealth Advisor
Julie Milla-Senior Wealth Advisor
Julie Milla
Senior Vice President, Senior Wealth Advisor
Justin Cho, CFP<sup>®</sup>, BFA<sup>™</sup>-Wealth Manager
Justin Cho, CFP®, BFA™
Vice President, Wealth Manager
Kelly Oliver, CFP<sup>®</sup>-Wealth Manager
Kelly Oliver, CFP®
Vice President, Wealth Manager
Ken Stern, CFP<sup>®</sup>-President
Ken Stern, CFP®
Founding Partner, President
Kevin Maldonado-Wealth Manager
Kevin Maldonado
Wealth Manager
Kyle Cross-Senior Wealth Manager
Kyle Cross
Director, Senior Wealth Manager
Laura Braverman-Senior Wealth Manager
Laura Braverman
Director, Senior Wealth Manager
Lewis Shore-Senior Wealth Advisor
Lewis Shore
Managing Director, Senior Wealth Advisor
Louis Flamino-Senior Wealth Manager, Market Lead
Louis Flamino
Managing Director, Senior Wealth Manager, Market Lead
Luke Daniel, CFP<sup>®</sup>-Senior Wealth Advisor
Luke Daniel, CFP®
Managing Director, Senior Wealth Advisor
Marya Young-Senior Wealth Advisor
Marya Young
Managing Director, Senior Wealth Advisor
Matt Kulka, CFP<sup>®</sup>-Wealth Manager
Matt Kulka, CFP®
Vice President, Wealth Manager
Matthew D'Attilio, CFA-Senior Wealth Advisor
Matthew D'Attilio, CFA
Senior Managing Director, Senior Wealth Advisor
Matthew Haas, CFP<sup>®</sup>, CPA*-Senior Wealth Manager
Matthew Haas, CFP®, CPA*
Director, Senior Wealth Manager
Maxwell Westheimer-Wealth Manager
Maxwell Westheimer
Vice President, Wealth Manager
McKenzie Keetch, CFP<sup>®</sup>-Wealth Manager
McKenzie Keetch, CFP®
Wealth Manager
Meagan D'Angelo, CFP<sup>®</sup>-Senior Wealth Advisor
Meagan D'Angelo, CFP®
Managing Director, Senior Wealth Advisor
Melinda McHugh, CFP<sup>®</sup>-Advanced Wealth Planning
Melinda McHugh, CFP®
Executive Vice President, Advanced Wealth Planning
Michael Davis, CFP<sup>®</sup>-Wealth Manager
Michael Davis, CFP®
Wealth Manager
Michael Karsa-President, Midwest & Arizona
Michael Karsa
Senior Managing Director, President, Midwest & Arizona
Michael Lindeman, AAMS<sup>®</sup>-Wealth Manager
Michael Lindeman, AAMS®
Wealth Manager
Myra Alport, AFC<sup>®</sup>-Wealth Manager
Myra Alport, AFC®
Vice President, Wealth Manager
Nicholas Doddo-Senior Wealth Advisor
Nicholas Doddo
Senior Vice President, Senior Wealth Advisor
Nicholas Hixon-Wealth Manager
Nicholas Hixon
Wealth Manager
Nicholas Sturgis-Senior Wealth Manager
Nicholas Sturgis
Senior Vice President, Senior Wealth Manager
Nolan Dietel, CFP<sup>®</sup>-Wealth Manager
Nolan Dietel, CFP®
Wealth Manager
Olivia Zaiya, CFP<sup>®</sup>-Advanced Wealth Solutions
Olivia Zaiya, CFP®
Director, Advanced Wealth Solutions
Patrick Savage-Senior Wealth Manager
Patrick Savage
Senior Vice President, Senior Wealth Manager
Paul Anello-Senior Wealth Manager
Paul Anello
Director, Senior Wealth Manager
Paul Knipping-Senior Wealth Manager
Paul Knipping
Senior Vice President, Senior Wealth Manager
Peter Morimoto-Senior Wealth Advisor
Peter Morimoto
Managing Director, Senior Wealth Advisor
Ramsey Andrijevich, CFP<sup>®</sup>-Senior Wealth Manager
Ramsey Andrijevich, CFP®
Vice President, Senior Wealth Manager
Rick Rosenthal-Senior Wealth Manager
Rick Rosenthal
Senior Vice President, Senior Wealth Manager
Robert Barnes, CFA, CFP<sup>®</sup>-Senior Wealth Manager
Robert Barnes, CFA, CFP®
Senior Vice President, Senior Wealth Manager
Robert Marton, CFP<sup>®</sup>, CIMA<sup>®</sup>-Senior Wealth Advisor
Robert Marton, CFP®, CIMA®
Senior Managing Director, Senior Wealth Advisor
Roberto Paredes-National Strategic Relationships
Roberto Paredes
President, National Strategic Relationships
Roy Elliott-Senior Wealth Manager
Roy Elliott
Managing Director, Senior Wealth Manager
Ryer Baldridge-Wealth Manager
Ryer Baldridge
Wealth Manager
Sagar Sheth-Senior Wealth Advisor
Sagar Sheth
Senior Vice President, Senior Wealth Advisor
Sam Hoeck, CFA-Senior Wealth Manager
Sam Hoeck, CFA
Senior Vice President, Senior Wealth Manager
Sanjeev Sardana-Senior Wealth Advisor
Sanjeev Sardana
Managing Director, Senior Wealth Advisor
Scott Berman, CRPC<sup>®</sup>-Senior Wealth Manager
Scott Berman, CRPC®
Director, Senior Wealth Manager
Scott Brokaw-Senior Wealth Advisor
Scott Brokaw
Managing Director, Senior Wealth Advisor
Scott Duncanson-Senior Wealth Advisor
Scott Duncanson
Director, Senior Wealth Advisor
Shane Sawyer Jones-Wealth Manager, Team Lead
Shane Sawyer Jones
Wealth Manager, Team Lead
Shannon Sahli-Business Strategy Manager
Shannon Sahli
Business Strategy Manager
Shawn Moran-Senior Wealth Advisor, Market Lead
Shawn Moran
Managing Director, Senior Wealth Advisor, Market Lead
Sierra Argyle, CFP<sup>®</sup>-Senior Wealth Manager
Sierra Argyle, CFP®
Director, Senior Wealth Manager
Stasia Washington-Senior Wealth Manager
Stasia Washington
Managing Director, Senior Wealth Manager
Stuart Katz, JD-Private Wealth Management
Stuart Katz, JD
President, Private Wealth Management
Tim Johnson-Wealth Advisor
Tim Johnson
Vice President, Wealth Advisor
Todd Krieg, JD, CFA-Senior Wealth Advisor
Todd Krieg, JD, CFA
Senior Managing Director, Senior Wealth Advisor
Tom McDonnell, CFP<sup>®</sup>, CRPC<sup>®</sup>, CRPS<sup>®</sup>-Senior Wealth Manager
Tom McDonnell, CFP®, CRPC®, CRPS®
Senior Vice President, Senior Wealth Manager
Tony Chartrey-Senior Wealth Advisor
Tony Chartrey
Director, Senior Wealth Advisor
Tyler Olsen, CFP<sup>®</sup>, CPA<sup>®</sup>-Senior Wealth Advisor
Tyler Olsen, CFP®, CPA®
Managing Director, Senior Wealth Advisor
Tyler Tevich-Wealth Manager
Tyler Tevich
Wealth Manager
Viktoria Falus, CFP<sup>®</sup>, EA*-Senior Wealth Manager
Viktoria Falus, CFP®, EA*
Senior Vice President, Senior Wealth Manager
Vincent Bonavia-Wealth Manager
Vincent Bonavia
Vice President, Wealth Manager
Virginia Aaron-Wealth Manager
Virginia Aaron
Vice President, Wealth Manager
Walker Williams-Private Wealth Management
Walker Williams
Chief Market Strategist, Private Wealth Management
Warren Baker, CFA-Senior Wealth Manager
Warren Baker, CFA
Director, Senior Wealth Manager
Will Dixon-Wealth Manager
Will Dixon
Wealth Manager
Yianni Haralambous, JD, CFP®, MTWM-Co-head of Advanced Wealth Planning
Yianni Haralambous, JD, CFP®, MTWM
Director, Co-head of Advanced Wealth Planning

Management & Operational Support

Adam Castillo-Private Client Services, Team Lead
Adam Castillo
Senior Associate, Private Client Services, Team Lead
Akiva Glazerson-Head of Risk and Investments
Akiva Glazerson
Senior Vice President, Head of Risk and Investments
Alex Angulo-Advanced Wealth Planning
Alex Angulo
Paraplanner, Advanced Wealth Planning
Alisa Hidalgo-Executive Assistant
Alisa Hidalgo
Executive Assistant
Allie Arvold-Private Client Services
Allie Arvold
Associate, Private Client Services
Amy Burchett-Private Client Services
Amy Burchett
Senior Associate, Private Client Services
Andrew Christensen-Private Client Services
Andrew Christensen
Associate, Private Client Services
Andrew Miller, CFA-Mergers and Acquisitions
Andrew Miller, CFA
Vice President, Mergers and Acquisitions
Andrew Theodore-Private Client Services, Team Lead
Andrew Theodore
Senior Associate, Private Client Services, Team Lead
Anne Kimmell-Office Administrator
Anne Kimmell
Office Administrator
Arati Shah-Marketing
Arati Shah
Associate, Marketing
Ashley Isordia-Human Resources
Ashley Isordia
Senior Associate, Human Resources
Ben Markman, CFA-Client Reporting Manager
Ben Markman, CFA
Senior Vice President, Client Reporting Manager
Bhavana Shah-Finance and Accounting
Bhavana Shah
Vice President, Finance and Accounting
Bianca Frank-Salesforce Administrator
Bianca Frank
Associate, Salesforce Administrator
Billy Nail-Private Client Services
Billy Nail
Senior Associate, Private Client Services
Blair Buick, CFA-Chief Strategy Officer
Blair Buick, CFA
Chief Strategy Officer
Bradley Barthelmes-Mergers and Acquisitions
Bradley Barthelmes
Senior Vice President, Mergers and Acquisitions
Brayton Schmidt-Private Client Services
Brayton Schmidt
Associate, Private Client Services
Cara Fahy-Marketing
Cara Fahy
Vice President, Marketing
Carlos Arroyo-Private Client Services
Carlos Arroyo
Senior Associate, Private Client Services
Chelsea O'Hara-Sales Practice Manager
Chelsea O'Hara
Vice President, Sales Practice Manager
Cida Brewster-Head of Integration
Cida Brewster
Director, Head of Integration
Cindy Knowlton, CFA-Market Leader
Cindy Knowlton, CFA
Senior Vice President, Market Leader
Cole Garvey-Private Client Services
Cole Garvey
Associate, Private Client Services
Dalton Downer-Private Client Services
Dalton Downer
Associate, Private Client Services
Daniel Okpomor-Private Client Services, Team Lead
Daniel Okpomor
Vice President, Private Client Services, Team Lead
Daniella Espinoza-Office Administrator
Daniella Espinoza
Office Administrator
Danny Reardon-Private Client Services, Team Lead
Danny Reardon
Senior Associate, Private Client Services, Team Lead
Darien Fong-Data Analytics
Darien Fong
Senior Associate, Data Analytics
David Ford-Human Resources and Talent
David Ford
Director, Human Resources and Talent
Davis Bell-Private Client Services
Davis Bell
Senior Associate, Private Client Services
Debbie Babbush-Senior Marketing Manager
Debbie Babbush
Vice President, Senior Marketing Manager
Derek Dombrosky-Risk and Investments
Derek Dombrosky
Vice President, Risk and Investments
Dhilan Patel-Alternative Investment Operations
Dhilan Patel
Associate, Alternative Investment Operations
Edward Comerford-Private Client Services
Edward Comerford
Associate, Private Client Services
Elyse Remick-Executive Assistant
Elyse Remick
Executive Assistant
Emily Lui-Sponsorship and Corporate Events
Emily Lui
Senior Associate, Sponsorship and Corporate Events
Eric Conner-Regional Market Manager
Eric Conner
Senior Vice President, Regional Market Manager
Erik Clemente-Wealth Management
Erik Clemente
Associate, Wealth Management
Esther Hong-Private Client Services
Esther Hong
Associate, Private Client Services
Ethan Kravitz-Digital Transformation
Ethan Kravitz
Vice President, Digital Transformation
Favor Lee, CPA<sup>®</sup>-Tax Growth
Favor Lee, CPA®
Director, Tax Growth
Gerardo Martinez-Compliance
Gerardo Martinez
Senior Vice President, Compliance
Giampaolo Sacco-Investments & Analytics
Giampaolo Sacco
Analyst, Investments & Analytics
Gillian Yee-Private Client Services
Gillian Yee
Associate, Private Client Services
Griffin Morgan-Private Client Services
Griffin Morgan
Senior Associate, Private Client Services
Gunit Bedi-Private Client Services
Gunit Bedi
Vice President, Private Client Services
Henry Hagenbuch-Mergers and Acquisitions
Henry Hagenbuch
Senior Managing Director, Mergers and Acquisitions
Jack Bergon-Private Client Services
Jack Bergon
Senior Associate, Private Client Services
Jack Wildgoose-Private Client Services
Jack Wildgoose
Associate, Private Client Services
Jackie Guthrie-Integration
Jackie Guthrie
Vice President, Integration
Jarett Karp-Private Client Services
Jarett Karp
Associate, Private Client Services
Jason Lee-Chief Legal and Compliance Officer
Jason Lee
Chief Legal and Compliance Officer
Jeffrey Dingle-Private Client Services
Jeffrey Dingle
Associate, Private Client Services
Jenny Muntner-Private Client Services
Jenny Muntner
Vice President, Private Client Services
Jessica Stine, SPHR<sup>®</sup>-Market Operations
Jessica Stine, SPHR®
Vice President, Market Operations
Joe Kuepper-Private Client Services, Team Lead
Joe Kuepper
Senior Associate, Private Client Services, Team Lead
Joey Letrich-Private Client Services
Joey Letrich
Associate, Private Client Services
John Derry-Private Client Services
John Derry
Senior Associate, Private Client Services
John Doyle-Corporate Real Estate Project Manager
John Doyle
Senior Vice President, Corporate Real Estate Project Manager
Jon Bensemann-Client Reporting
Jon Bensemann
Associate, Client Reporting
Jon Segrist-Finance and Accounting
Jon Segrist
Vice President, Finance and Accounting
Jonathan Caprilli-Private Client Services
Jonathan Caprilli
Senior Associate, Private Client Services
Jordan Greenhouse-Chief Growth Officer
Jordan Greenhouse
Senior Managing Director, Chief Growth Officer
Jordan Mersky-Family Office Advisory
Jordan Mersky
Senior Associate, Family Office Advisory
Julie Lively-Private Client Services
Julie Lively
Senior Associate, Private Client Services
Julie Schenkel-Private Client Services
Julie Schenkel
Senior Associate, Private Client Services
Justin Morr-Senior Corporate Recruiter
Justin Morr
Vice President, Senior Corporate Recruiter
Jyn Costlow-Client Reporting
Jyn Costlow
Senior Associate, Client Reporting
Katherine Valdez-Legal and Compliance
Katherine Valdez
Vice President, Legal and Compliance
Katherine Wohlt-Private Client Services, Team Lead
Katherine Wohlt
Senior Vice President, Private Client Services, Team Lead
Katrina King-Andris-Executive Assistant
Katrina King-Andris
Executive Assistant
Kayla Cross-Private Client Services, Team Lead
Kayla Cross
Vice President, Private Client Services, Team Lead
Kegan Bray-Growth Practice Management
Kegan Bray
Senior Vice President, Growth Practice Management
Kirstie Hunt-Private Client Services
Kirstie Hunt
Senior Associate, Private Client Services
Kris Yamano-Co-head of Advanced Wealth Planning
Kris Yamano
Director, Co-head of Advanced Wealth Planning
Lacie Ponce-Human Resources
Lacie Ponce
Vice President, Human Resources
LaShondra Smith-Private Client Services
LaShondra Smith
Associate, Private Client Services
Laurén Rumsey-Private Client Services
Laurén Rumsey
Associate, Private Client Services
Lee Allen-Private Client Services
Lee Allen
Associate, Private Client Services
Leigh Amery-Corporate Controller
Leigh Amery
Corporate Controller
Luisa de Vogel-Client Reporting
Luisa de Vogel
Associate, Client Reporting
Luka Waage-Private Wealth Management
Luka Waage
Associate, Private Wealth Management
Luke Bender-Private Client Services
Luke Bender
Associate, Private Client Services
Mackenzie Halfhide-Compliance
Mackenzie Halfhide
Associate, Compliance
Marie Dudrey-Private Client Services
Marie Dudrey
Vice President, Private Client Services
Matthew Leddy-Private Client Services
Matthew Leddy
Associate, Private Client Services
Matthew Meenan-Private Client Services
Matthew Meenan
Associate, Private Client Services
Matthew Sealy-Private Client Services
Matthew Sealy
Senior Associate, Private Client Services
Michael Pitman-Wealth Management
Michael Pitman
Associate, Wealth Management
Michele Humphrey-Private Client Services
Michele Humphrey
Associate, Private Client Services
Michelle Miller-Client Events Coordinator
Michelle Miller
Client Events Coordinator
Miki Derek-Executive Assistant
Miki Derek
Executive Assistant
Mina Sadoon-Private Client Services
Mina Sadoon
Associate, Private Client Services
Mitchell Fedders-Advanced Wealth Planning
Mitchell Fedders
Paraplanner, Advanced Wealth Planning
Moira Roth-Private Client Services, Team Lead
Moira Roth
Vice President, Private Client Services, Team Lead
Naseem Anzari-Chief Financial Officer
Naseem Anzari
Chief Financial Officer
Ned Downes, CFA-Finance and Accounting
Ned Downes, CFA
Senior Vice President, Finance and Accounting
Nicki Green, CFP<sup>®</sup>-Advanced Wealth Planning
Nicki Green, CFP®
Senior Associate, Advanced Wealth Planning
Nikki Brooks-Enterprise Trust & Investment Company
Nikki Brooks
Senior Associate, Enterprise Trust & Investment Company
Paris Rodriguez-Private Client Services Manager
Paris Rodriguez
Director, Private Client Services Manager
Parker Bryant-Alternative Investments
Parker Bryant
Senior Associate, Alternative Investments
Pravin Bhagwat-Digital Transformation
Pravin Bhagwat
Director, Digital Transformation
Robin Hammetter-Private Client Services
Robin Hammetter
Associate, Private Client Services
Rosie Nguyen-Alternative Investments
Rosie Nguyen
Senior Associate, Alternative Investments
Sean Jones-Private Client Services, Team Lead
Sean Jones
Vice President, Private Client Services, Team Lead
Shannon Girnun-Private Client Services
Shannon Girnun
Associate, Private Client Services
Shelby Seivert-Private Client Services
Shelby Seivert
Associate, Private Client Services
Sheri Nitsch-Private Client Services
Sheri Nitsch
Senior Associate, Private Client Services
Stacy Beattie-Chief Operating Officer
Stacy Beattie
Chief Operating Officer
Stephen Portnoy-Private Client Services
Stephen Portnoy
Vice President, Private Client Services
Sterling Hopkins-Private Client Services
Sterling Hopkins
Senior Associate, Private Client Services
Steve Stein-Private Client Services
Steve Stein
Senior Associate, Private Client Services
Tariq Maiden-Wealth Management
Tariq Maiden
Wealth Management
Taylor Daniel-Marketing
Taylor Daniel
Associate, Marketing
Thomas Bartling, CFP<sup>®-Advanced Wealth Planning
Thomas Bartling, CFP®
Senior Associate, Advanced Wealth Planning
Tim Mergenthal-Mergers and Acquisitions
Tim Mergenthal
Managing Director, Mergers and Acquisitions
Tony Mastrogiorgio-Content and Communications
Tony Mastrogiorgio
Senior Vice President, Content and Communications
Tristan Bishop-Advanced Wealth Planning
Tristan Bishop
Senior Associate, Advanced Wealth Planning
Tyler Haner-Private Client Services
Tyler Haner
Senior Associate, Private Client Services
Victor Campos-Advanced Wealth Planning
Victor Campos
Vice President, Advanced Wealth Planning
William Maples-Wealth Management
William Maples
Associate, Wealth Management
Xavier Frank-Legal Counsel
Xavier Frank
Senior Vice President, Legal Counsel
Zack Schneider-Private Client Services
Zack Schneider
Senior Associate, Private Client Services

Investment Management & Trading

Ananya Chandra-Portfolio Operations
Ananya Chandra
Vice President, Portfolio Operations
Anish Ramachandran-Investments & Analytics
Anish Ramachandran
Managing Director, Investments & Analytics
Beau Gross-Portfolio Operations
Beau Gross
Associate, Portfolio Operations
Candice Richardson, CFA-Investments & Analytics
Candice Richardson, CFA
Senior Vice President, Investments & Analytics
Catherine Gerst-Investments & Analytics
Catherine Gerst
Director, Investments & Analytics
Chris DeSalvo-Trading
Chris DeSalvo
Associate, Trading
Denis Nock-Research & Investments
Denis Nock
Vice President, Research & Investments
Jack McDonald-Trading
Jack McDonald
Senior Associate, Trading
Janice Osugi, CFA-Senior Portfolio Strategist
Janice Osugi, CFA
Senior Vice President, Senior Portfolio Strategist
Jeff Garden, CFA, CQF-Chief Investment Officer
Jeff Garden, CFA, CQF
Senior Managing Director, Chief Investment Officer
John Hedrick, CFA-Alternative Investments and Manager Research
John Hedrick, CFA
Director, Alternative Investments and Manager Research
Kayla Kaltenecker, CFP<sup>®</sup>-Chief of Staff, Investment Management Department
Kayla Kaltenecker, CFP®
Chief of Staff, Investment Management Department
Kayla Schneider, CFA-Portfolio Operations
Kayla Schneider, CFA
Senior Vice President, Portfolio Operations
Kevin Nguyen-Trading
Kevin Nguyen
Associate, Trading
Nils Dillon, CIPM-Portfolio Strategy and Alternative Investments
Nils Dillon, CIPM
Director, Portfolio Strategy and Alternative Investments
Nour Daoud-Alternative Investments
Nour Daoud
Director, Alternative Investments
Paul Ryan-Trading
Paul Ryan
Managing Director, Trading
Peter Lee, CFA-Investments & Analytics
Peter Lee, CFA
Director, Investments & Analytics
Sergio Dueñas, CFA-Investments & Analytics
Sergio Dueñas, CFA
Senior Vice President, Investments & Analytics
Thomas Ryan-Trading
Thomas Ryan
Associate, Trading
Trevor Larsen-Portfolio Strategist
Trevor Larsen
Associate, Portfolio Strategist
Troy Jones-Senior Portfolio Manager
Troy Jones
Executive Vice President, Senior Portfolio Manager

Affiliated Professionals

Gina Sanchez-Chantico Global
Gina Sanchez
Chief Market Strategist, Chantico Global
Jennifer R. Elmenhurst-Enterprise Trust & Investment Company
Jennifer R. Elmenhurst
Executive Vice President, Enterprise Trust & Investment Company
Kelly Arrillaga-Enterprise Trust and Family Solutions
Kelly Arrillaga
Managing Director, Enterprise Trust and Family Solutions
Marc Rebboah-Enterprise Trust & Investment Company
Marc Rebboah
President, Enterprise Trust & Investment Company
Margaret McCulloch-Enterprise Trust & Investment Company
Margaret McCulloch
Executive Vice President, Enterprise Trust & Investment Company
William Coughlan-LTax Consulting
William Coughlan
Director, LTax Consulting
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