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

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