Justin Discolo

Brandon Ayala

Associate, Technology

Belinda Bast

Vice President, Accounting

Joseph A. Belfatto

Managing Partner

Kristin McCamish Bell, CFA, CFP®

Principal / Director, Client Advisor

Cameron Brooks, MBA

Analyst, Client Advisory

Cheryl Brown, CPA

Director, Accounting

Michael Cerenzia

Client Service Associate

Wendy Chen

Associate, Finance

Maritza Chow Young

Managing Director, Client Advisor

William F. Conger

Senior Managing Director