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Partners

Christopher D. Bart
Christopher D. Bart

Managing Director, Partner

Email Christopher
440.459.5920
Cleveland, OH
Steven Brett
Steven Brett

Managing Director, Partner

Email Steven
631.414.4020
Melville, NY
Jim Butler
Jim Butler

Managing Director, Partner

Email Jim
215.297.2574
Philadelphia, PA
Bob Coode
Bob Coode

Managing Director, Partner

Email Bob
440.459.5940
Cleveland, OH
Robert Coode
Robert Coode

Managing Director, Partner

Email Robert
440.459.5910
Cleveland, OH
Wendy L. Eldridge
Wendy L. Eldridge

Managing Director, Partner

Email Wendy
440.459.5915
Cleveland, OH
Charlie Hoffmann
Charlie Hoffmann

Managing Director, Partner

Email Charlie
215.297.2576
Philadelphia, PA
Pete Hoffmann
Pete Hoffmann

Managing Director, Partner

Email Pete
215.297.2575
Philadelphia, PA
Charles D. Moore
Charles D. Moore

Managing Director, Partner

Email Charles
330.563.4265
Fairlawn, OH
Matthew J. Reghetti
Matthew J. Reghetti

Managing Director, Partner

Email Matthew
330.563.4265
Akron, OH
Perry D. Reghetti
Perry D. Reghetti

Managing Director, Partner

Email Perry
330.563.4265
Akron, OH
Eric Wulff
Eric Wulff

Chief Executive Officer

Email Eric
440.459.5905
Cleveland, OH

Advisory Team Members

Shaun Cox
Shaun Cox

Senior Client Manager, Investment Specialist

Email Shaun
440.459.5912
Cleveland, OH
Brandon Dunn
Brandon Dunn

Senior Client Manager

Email Brandon
440.459.5947
Cleveland, OH
Thomas Filomeno
Thomas Filomeno

Financial Advisor

Email Thomas
860.760.0640
Hartford, CT
Matthew Harris
Matthew Harris

Client Manager

Email Matthew
631.414.4174
Melville, NY
Benjamin Hoffmann
Benjamin Hoffmann

Financial Advisor

Email Benjamin
215.297.2573
Philadelphia, PA
Gregory Lopez
Gregory Lopez

Financial Advisor

Email Gregory
440.459.5833
Cleveland, OH
Michael T. McKeown
Michael T. McKeown

Chief Investment Officer

Email Michael
216.242.0899
Cleveland, OH
Kenneth Mears
Kenneth Mears

Financial Advisor

Email Kenneth
440.352.1208
Concord, OH
Lori Plescia
Lori Plescia

Financial Advisor

Email Lori
314.626.7485
Chesterfield, MO
David Rome
David Rome

Financial Advisor

Email David
440.459.5914
Cleveland, OH
Gerald A. Shantzer
Gerald A. Shantzer

Financial Advisor

Email Gerald
215.297.2570
Philadelphia, PA
Patricia E. Small
Patricia E. Small

Financial Advisor

Email Patricia
860.760.0665
Hartford, CT
Garrett N. Sorensen
Garrett N. Sorensen

Financial Advisor

Email Garrett
615.245.4037
Nashville, TN
Alexander D. Sterba
Alexander D. Sterba

Financial Advisor

Email Alexander
330.563.4265
Fairlawn, OH
Louis Trivisonno
Louis Trivisonno

Financial Advisor

Email Louis
440.459.5917
Cleveland, OH
Michael Van Himbergen
Michael Van Himbergen

Financial Advisor

Email Michael
440.459.5949
Cleveland, OH
Zachary G. Williams
Zachary G. Williams

Financial Advisor, Education Specialist

Email Zachary
440.459.5916
Cleveland, OH
Alynne D. Zielinski
Alynne D. Zielinski

Director of Financial Planning

Email Alynne
440.459.5922
Cleveland, OH

Operational Staff

Allison Bourne
Allison Bourne

Client Service Associate

Email Allison
440.352.1208
Concord, OH
Diane Graham
Diane Graham

Administrative Support

Email Diane
330.563.4265
Akron, OH
Michael Granito
Michael Granito

Manager, Data Analytics

Email Michael
440.459.5907
Cleveland, OH
Molly A. Halpin
Molly A. Halpin

Billing Manager

Email Molly
440.459.5828
Cleveland, OH
Todd Healy
Todd Healy

Chief Operating Officer

Email Todd
615.245.4142
Nashville, TN
Cassandra Horton
Cassandra Horton

Manager, Client Services

Email Cassandra
440.459.5948
Cleveland, OH
Marquis Lewis
Marquis Lewis

Operations Associate

Email Marquis
440.459.5924
Cleveland, OH
Joanna Lograsso
Joanna Lograsso

Financial Associate

Email Joanna
440.459.5836
Cleveland, OH
Alyssa Loushin
Alyssa Loushin

Marketing Coordinator

Email Alyssa
440.459.5946
Cleveland, OH
Melissa A. Metzger
Melissa A. Metzger

Director, Client Services

Email Melissa
330.563.4265
Akron, OH
Susan Miller
Susan Miller

Client Services Associate

Email Susan
314.626.7544
Chesterfield, MO
Kaitlin R. Nicholis
Kaitlin R. Nicholis

Financial Planning Analyst

Email Kaitlin
440.459.5827
Cleveland, OH
Caitlin Persico
Caitlin Persico

Client Service Associate

Email Caitlin
215.297.2572
Philadelphia, PA
Dana Pierce
Dana Pierce

Operational Associate

Email Dana
440.459.5834
Cleveland, OH
Kevin Pietrzyk
Kevin Pietrzyk

Trading Specialist

Email Kevin
216.242.0883
Cleveland, OH
Constance Pyles
Constance Pyles

Manager, Client Services

Email Constance
440.459.5913
Cleveland, OH
Feliza Ramsaran
Feliza Ramsaran

Client Services Associate

Email Feliza
212.485.5746
New York, NY
Jack Rohde
Jack Rohde

Investment Analyst

Email Jack
216.242.0809
Cleveland, OH
Leeann L. Schultz
Leeann L. Schultz

Chief Compliance Officer

Email Leeann
440.459.5909
Cleveland, OH
CJ Schur
CJ Schur

Investment Analyst

Email CJ
216.242.0812
Cleveland, OH
Nikea Stathopoulos
Nikea Stathopoulos

Client Service Associate

Email Nikea
440.459.5918
Cleveland, OH
Rinky Vora
Rinky Vora

Controller

Email Rinky
440.459.5929
Cleveland, OH