Partners

Christopher D. Bart

Managing Director, Partner

Email Christopher
440.459.5920
Cleveland, OH
Steven  Brett

Managing Director, Partner

Email Steven
631.414.4020
Melville, NY
Jim  Butler

Managing Director, Partner

Email Jim
215.297.2574
Philadelphia, PA
Bob  Coode

Managing Director, Partner

Email Bob
440.459.5940
Cleveland, OH
Robert  Coode

Managing Director, Partner

Email Robert
440.459.5910
Cleveland, OH
Wendy L. Eldridge

Managing Director, Partner

Email Wendy
440.459.5915
Cleveland, OH
Charlie  Hoffmann

Managing Director, Partner

Email Charlie
215.297.2576
Philadelphia, PA
Peter  Hoffmann

Managing Director, Partner

Email Peter
215.297.2575
Philadelphia, PA
Charles D. Moore

Managing Director, Partner

Email Charles
330.563.4265
Fairlawn, OH
Matthew J. Reghetti

Managing Director, Partner

Email Matthew
330.563.4265
Akron, OH
Perry D. Reghetti

Managing Director, Partner

Email Perry
330.563.4265
Akron, OH
Eric  Wulff

Chief Executive Officer

Email Eric
440.459.5905
Cleveland, OH

Advisory Team Members

Shaun  Cox

Senior Client Manager, Investment Specialist

Email Shaun
440.459.5912
Cleveland, OH
Brandon  Dunn

Senior Client Manager

Email Brandon
440.459.5947
Cleveland, OH
Thomas  Filomeno

Financial Advisor

Email Thomas
860.760.0640
Hartford, CT
Matthew  Harris

Client Manager

Email Matthew
631.414.4174
Melville, NY
Benjamin  Hoffmann

Financial Advisor

Email Benjamin
215.297.2573
Philadelphia, PA
Christopher  Jud

Financial Advisor

Email Christopher
215.297.2227
Philadelphia, PA
Gregory  Lopez

Financial Advisor

Email Gregory
440.459.5833
Cleveland, OH
Michael T. McKeown

Chief Investment Officer

Email Michael
216.242.0899
Cleveland, OH
Kenneth  Mears

Financial Advisor

Email Kenneth
440.352.1208
Concord, OH
Lori  Plescia

Financial Advisor

Email Lori
314.626.7485
Chesterfield, MO
David  Rome

Financial Advisor

Email David
440.459.5914
Cleveland, OH
Gerald A. Shantzer

Financial Advisor

Email Gerald
215.297.2570
Philadelphia, PA
Patricia E. Small

Financial Advisor

Email Patricia
860.760.0665
Hartford, CT
Garrett N. Sorensen

Financial Advisor

Email Garrett
615.245.4037
Nashville, TN
Alexander D. Sterba

Financial Advisor

Email Alexander
330.563.4265
Fairlawn, OH
Louis  Trivisonno

Financial Advisor

Email Louis
440.459.5917
Cleveland, OH
Michael  Van Himbergen

Financial Advisor

Email Michael
440.459.5949
Cleveland, OH
Griffin  Vehar

Financial Advisor

Email Griffin
440.459.5943
Cleveland, OH
Zachary G. Williams

Financial Advisor, Education Specialist

Email Zachary
440.459.5916
Cleveland, OH
Alynne D. Zielinski

Director of Financial Planning

Email Alynne
440.459.5922
Cleveland, OH

Operational Staff

Allison  Bourne

Client Service Associate

Email Allison
440.352.1208
Concord, OH
Diane  Graham

Administrative Support

Email Diane
330.563.4265
Akron, OH
Michael  Granito

Manager, Data Analytics

Email Michael
440.459.5907
Cleveland, OH
Molly A. Halpin

Billing Manager

Email Molly
440.459.5828
Cleveland, OH
Todd  Healy

Chief Operating Officer

Email Todd
615.245.4142
Nashville, TN
Cassandra  Horton

Manager, Client Services

Email Cassandra
440.459.5948
Cleveland, OH
Marquis  Lewis

Operations Associate

Email Marquis
440.459.5924
Cleveland, OH
Alyssa  Loushin

Marketing Coordinator

Email Alyssa
440.459.5946
Cleveland, OH
Melissa A. Metzger

Director, Client Services

Email Melissa
330.563.4265
Akron, OH
Susan  Miller

Client Services Associate

Email Susan
314.626.7544
Chesterfield, MO
Kaitlin R. Nicholis

Financial Planning Analyst

Email Kaitlin
440.459.5827
Cleveland, OH
Caitlin  Persico

Client Service Associate

Email Caitlin
215.297.2575
Philadelphia, PA
Dana  Pierce

Operational Associate

Email Dana
440.459.5834
Cleveland, OH
Kevin  Pietrzyk

Trading Specialist

Email Kevin
216.242.0883
Cleveland, OH
Constance  Pyles

Manager, Client Services

Email Constance
440.459.5913
Cleveland, OH
Feliza  Ramsaran

Client Services Associate

Email Feliza
212.485.5746
New York, NY
Jack  Rohde

Investment Analyst

Email Jack
216.242.0809
Cleveland, OH
Leeann L. Schultz

Chief Compliance Officer

Email Leeann
440.459.5909
Cleveland, OH
CJ  Schur

Investment Analyst

Email CJ
216.242.0812
Cleveland, OH
Nikea  Stathopoulos

Client Service Associate

Email Nikea
440.459.5918
Cleveland, OH
Rinky  Vora

Controller

Email Rinky
440.459.5929
Cleveland, OH