Michael Vazquez, CIMA®
Vice President - Investments
Nicole Marsh, CFP®
Account Manager - Advisor Marketing & Communications
Hilary Pluemer, CFP®
Director of Practice Management
Jim Stone
Senior Associate - Taxable Fixed Income
Patsy Turrentine
Senior Associate - Municipal Fixed Income
Caryn Borden
Operations and Service Manager
Marco Galvan
Technology Manager
Paul Keeton
Vice President - Advisory Solutions
Wes Shindler
Compliance Officer
Office Address
1185 Ave. of The Americas 3rd Floor
New York, NY
10036 United States