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
Andrew Christiansen
Associate Financial Advisor
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
Vice President, Finance and Operations
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 “Lexie” Zavlek
Associate Client Service Specialist