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Our Team

Executives

Shomari D. Hearn, CFP®, EA : Managing Vice President<br>Chief Compliance Officer
Shomari D. Hearn, CFP®, EA

Managing Vice President
Chief Compliance Officer

Linda Field Elkin : Director of Marketing<br>Director of HR
Linda Field Elkin

Director of Marketing
Director of HR

Paul Jacobs, CFP®, EA : Vice President<br>Chief Investment Officer
Paul Jacobs, CFP®, EA

Vice President
Chief Investment Officer


Managers

Anthony D. Criscuolo, CFP®, EA : Client Service Manager
Anthony D. Criscuolo, CFP®, EA

Client Service Manager

Melinda Kibler, CFP®, EA : Client Service Manager
Melinda Kibler, CFP®, EA

Client Service Manager

ReKeithen Miller, CFP®, EA : Client Service Manager
ReKeithen Miller, CFP®, EA

Client Service Manager

Rebecca Pavese, CPA : Client Service Manager
Rebecca Pavese, CPA

Client Service Manager

Benjamin C. Sullivan, CFP®, EA : Client Service Manager
Benjamin C. Sullivan, CFP®, EA

Client Service Manager

Thomas Walsh, CFP® : Client Service Manager
Thomas Walsh, CFP®

Client Service Manager

David Walters, CPA, CFP® : Client Service Manager
David Walters, CPA, CFP®

Client Service Manager

Pascale Leon-Bocchino : Administrative Manager<br>Accounting
Pascale Leon-Bocchino

Administrative Manager
Accounting

Melissa DiNapoli : Administrative Manager<br> Marketing and HR
Melissa DiNapoli

Administrative Manager
Marketing and HR

Cristina Galante : Administrative Manager<br>Facilities
Cristina Galante

Administrative Manager
Facilities

Jeffrey Howard : Administrative Manager<br>Information Technology
Jeffrey Howard

Administrative Manager
Information Technology

Amy Laburda : Administrative Manager<br>Editorial and Social Media
Amy Laburda

Administrative Manager
Editorial and Social Media

Ashley Bell : Administrative Manager<br>Graphics and Communications
Ashley Bell

Administrative Manager
Graphics and Communications


Associates

Ian Herrera : Client Service Associate<br />Investment Analyst
Ian Herrera

Client Service Associate
Investment Analyst

Timothy Meyer : Client Service Associate<br> Investment Analyst
Timothy Meyer

Client Service Associate
Investment Analyst

Stephen Grady III : Financial Planning Assistant
Stephen Grady III

Financial Planning Assistant

Aline Pitney : Financial Planning Assistant
Aline Pitney

Financial Planning Assistant

Kirstie Ward : Financial Planning Assistant
Kirstie Ward

Financial Planning Assistant


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