Our Team
The Industry’s Brightest Minds Are On Your Side
With a committed financial advisor and team of seasoned strategists working on your behalf, we are here to help you build a confident financial future.
Money is Personal. So is our Advice.
Money is more than numbers; it is deeply personal. That is why our advice starts with listening. Our team of world-class financial planners combines sharp insight into global trends with a deep understanding of your individual goals. They are not just experts; they are intuitive, thoughtful partners committed to helping you build lasting wealth and lasting peace of mind. It is this uncommon blend of talent and empathy that sets us apart and sets you up for success.
Mitch Tuchman
Managing Director & Chief Investment Officer
Scott Puritz
Managing Director, Member of Investment Committee
Sally Brandon
Executive Vice President, Wealth Management Services
Christie Whitney, CFP®
Senior Vice President, Wealth Management & Director of Planning
Sonja Breeding CFP®, CCFC
Senior Vice President, Wealth Management
Dan Mavraides
Senior Vice President, Wealth Management & Deputy Chief Investment Officer
Matt Jude, CFP®, ECA
Vice President, Wealth Management
Lauren Simpson
Chief Marketing Officer
Kameron Javier
Senior Client Service Manager
Sydney Temple
Growth Marketing Officer
Svetlana Kot
Vice President, Finance & Operations
Katherine Cotter
Chief Strategic Communications & Business Development Director
Greg Brown
Senior Financial Consultant
Aryion Petrelle
Creative Director
