Our People
A Committed Team of Experts
We are a tight-knit, academically diverse team of financial advisors with broad expertise, committed to delivering personalized investment solutions and comprehensive financial planning with integrity and trust.

Ken Schapiro, MBA, CFA
Chief Executive Officer

Michael Walliser, CIMA®
President

Tanya Walliser, CFP®
Partner, Senior Financial Advisor

Jeanette Lucas, CFP®, ChSNC™, CDFA®
Partner, Senior Financial Advisor

Jacob Boylan, CFP®
Financial Advisor

Anna Burbage
Manager, Client Service

Justin Cerqueira
Manager, Information Technology

Michael Cuozzo, CFP®
Financial Advisor

Matthew Goldman
Financial Analyst

David Goldstone, CFA
Manager, Investment Research

Monica Ho
Senior Marketing Specialist

Kristopher Jones, CFA
Financial Analyst

Susan Jones
Administrative Assistant

Jonathan Kliment, EA
Manager, Accounting and Family Office Services

Jenna Lafta
Senior Accounting and Family Office Services Specialist

Nicholas Mango, CIMA®
Portfolio Manager

Timothy D. Moran, CFP®
Financial Advisor

Brian Sawyer
Senior Financial Analyst

Hiren Shah, CIMA®
Manager, Operations & Compliance

Katelyn Rasile
Senior Client Service Specialist

Amanda Rink
Accounting and Family Office Services Associate

Amy Thau
Manager, Client Service

Megan Vecchia
Associate Client Service Specialist

Alberto Vergara
Support Desk Engineer

Linda Wang
Financial Analyst

Alexa Zavlek
Associate Client Service Specialist