Managing Partner
Managing Partner
Chairman and Founder
Senior Partner
Senior Partner
Senior Partner
President & Compliance Partner
Compliance Partner
Broker-Dealer Partner & CEO
Accounting Partner
Principal
Accounting Partner
Tax Partner & Director
Michael Chung, CPA
Accounting Partner
Director of Legal & Internal Compliance
Director,
Business Development
Joyce LaPreta
Director,
IA Compliance
Julian Krukowski
Director,
BD Compliance
Phyllis Chin, CA
Senior Manager, Accounting
Dmitriy Rutitskiy, CPA
Senior Manager, Accounting
James Doherty
Operations
Director
Mekalia Reid
Director,
BD Compliance
Ross Marlin
Associate Director,
BD Compliance
Sujata Bose
Associate Director,
IA Compliance
Claudia Taylor
Registration
Manager
SCOTT DANIELS
Chairman and Founder
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