Mark Lamoriello, AIF®
President
Andrew S. Zito, AIF®, CPFA®
Senior Vice President, Retirement Plan Consulting Division
Sally Hanley-Whitworth, CFP®
Senior Vice President, Wealth Advisor
Danny Gay, AIF®
Senior Vice President, Wealth Advisor
Christina Shaffer, CFA®
Vice President, Portfolio Management
Mitchell Lamoriello, CFA®, CFP®
Vice President, Wealth Management Division
Edward Lopusznick
Vice President, Client Acquisition
Charmaine Newbold
Senior Director, Reporting & Analytics
Susan T. Quiles
Senior Director, Client Services
Teresa J. Leonard, ERPA, AIF®, QPA, QKA
Senior Director, Retirement Plan Consulting Division
William F. Hamer
Senior Director, Participant Education
Mayling Diaz
Director, Retirement Plan Consulting Division
Gwendolyn Farrell
Associate, Client Services
Jeff Lee, MBA, CFP®
Wealth Advisor
Jeff Roberts, AIF®, CPFA®
Retirement Plan Consultant
Josh Rose, AIF®
Wealth Advisor
Omar Guevera
Associate, Participant Education
Andrew Roberts
Analyst, Portfolio Management
Jennifer Johnson
Firm Administrator
Sarah Wilson
Executive Assistant