Annie Gottbehuet
Managing Director, Market Leader
Alex Gangl, CFP®, CFA®, CEPA®
Sr. Wealth Advisor
Anthony Lugo-Garcia, CFP®, CEPA®
Wealth Advisor
Bob Burlinson
Sr. Director, Private Investments
Carrie Zhou
Wealth Advisor
Charles Recchion
Wealth Advisor
Mark De Gregorio
Wealth Advisor
Matt Krensky
Senior Wealth Manager, Director
Peter Gifford
Senior Wealth Manager, Director
Stephen Donahue
Senior Wealth Manager, Director

