Administrative Staff

Administrative Staff

Our clients benefit from the depth and breadth of experience that all of our staff brings to our relationships. This experience gives us the ability to advise our clients on matters beyond their immediate investment strategies to their overall financial ambitions, goals, and philanthropic missions.

Pictured above (L to R): Mena Covacha, Beth Battey, Linda Jamison, Tricia Cinotti, Stacey Sternberg, Nadine Ricci, Angela Caruso.