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Jeff Sarti

Chief Executive Officer

Meghan Pinchuk

Chief Investment Officer, Partner

Sasan Faiz

Managing Director - Investments

Jennifer Abrams

Private Investments Operations Administrator

Judy Lee

Data & Reporting Analyst

Menachem Striks

Chief Compliance Officer, Partner

Dalia Dardoon

Compliance Associate

Brittany Yudkowsky

Financial Planning Advisor, Education And Learning Manager

Nicolas Castano

Financial Planning Advisor

Clarisse Sullivan

Director Of Marketing

Alexandria West

Client Coordinator

Brandon Snow

Client Operations Administrator

Jamie Domke

Client Coordinator

Leslie Owsley

Client Operations Administrator

Luis Hernandez

Client Operations Administrator

Hannah Cheng

Marketing Coordinator

Jessica Hull

Executive Coordinator

Arlene Vaughan

Office Manager

Dylan Druian

Private Investments Operations Administrator

Stacey Mckinnon

Chief Operating Officer, Chief Marketing Officer, Partner

Nadya Mets

Vice President Of Research

Bruce Tyson

Partner And Investment Counselor

Kevin Klein

Client Coordinator

Ian Rennick

Wealth Advisor

Kierstan Lewis

Administrative Assistant

Stacey McKinnon

Chief Marketing Officer

Joe Seetoo

Senior Vice President, Partner & Wealth Advisor At Morton Wealth