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
Accounting Partner
Director of Legal & Internal Compliance
Director,
Business Development
Joyce LaPreta
Director,
IA Compliance
Julian Krukowski
Director,
BD Compliance
Mekalia Reid
Director,
BD Compliance
Michelle Abramowitz
Marketing Manager
Claudia Taylor
Registration
Manager
Tiffany Riordan, CPA
Manager, Accounting
Pascal Roche
Manager, Accounting
Peter Sinelnikov, CPA
Manager, Accounting
Saule Sundetova
Manager, Accounting
SCOTT DANIELS
Chairman and Founder