| Name | Title | Contact Details |
|---|---|---|
Andrew Kaufman |
Finance Director (Operating Partner) | Profile |
Whitney Hausmann |
Director, Marketing Excellence | Profile |
Jordan Henderson |
Director of Revenue Operations | Profile |
Jessica Miller |
Vice President, Financial Planning and Analysis/ ESG | Profile |
Sean English |
CFO in Residence | Profile |
We create an exceptional wealth management experience by supporting extraordinary associates fully dedicated to enhancing generational wealth. Our unique, inspired culture, innovative strategies and breadth of client services are thoughtfully designed ...
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