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
Mayling Diaz
Director, Retirement Plan Consulting Division
Gwendolyn Farrell
Associate, Client Services
Jeff Roberts, AIF®, CPFA®
Retirement Plan Consultant
Josh Rose, AIF®
Wealth Advisor
Isabella Barquero
Associate, Retirement Plan Consulting Division
Hawa Boima
Associate, Retirement Plan Consulting Division
Hayden Clem
Wealth Advisor
Omar Guevara
Associate, Participant Education
Andrew Roberts
Analyst, Portfolio Management
Jennifer Johnson
Firm Administrator
Sarah Wilson
Executive Assistant