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Antonia Burchman

Managing Director - Growth Initiatives

Duncan Rolph

Managing Partner & Owner

Emil Georgiev

Senior Associate Portfolio Strategist

Jeffrey Jacobs

Senior Advisor

Lorena Durkin

Client Service Associate

Marie-Capucine Bignolas

Office Administrator

Michael Cocom

Operations Associate

Samantha Chiu

Marketing Associate

Paul D'Eredita

Director Of Strategic Initiatives

Marie-Capucine B.

Executive Office Administrator

Weston Schroeder

Senior Accountant

Connor Wilhelm

Director, Wealth Advisor