Associates

 
  • David Carey, CIMA®

    Managing Director - Investments

  • Brian Murphy, AIF®

    Senior Director - Investments

  • Eric Schulkin, CFP®

    Financial Advisor

  • Niley Shrestha, CPWA®

    Senior Director – Investments

  • Mitchell J. Hickey, CFP®

    Financial Wealth Associate

  • Steven Westhydeman

    Senior Financial Associate

  • Nick Sterling, CFP®

    Senior Financial Associate

  • Rhonda Richardson

    Registered Client Service Associate