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Find a Wealth Manager

northeast region
Stephanie Birrell Luedke, CFA
Head of Private Wealth Management
New York, NY
Phone: (212) 476-9263
northeast region
Kenneth G. Rende
Chief Operating Officer- Private Wealth Management
New York, NY
Phone: (212) 476-9224
northeast region
Arlene Adler
Wealth Manager
New York, NY
Phone: (212) 476-9885
northeast region
Charles Allan
Wealth Manager Associate
New York, NY
Phone: (212) 476-5712
northeast region
Peter Arbes
Wealth Manager
New York, NY
Phone: (212) 476-9165
western region
Bob Austrian
Wealth Manager
San Francisco, CA
Phone: (415) 249-8013
northeast region
Patrick Bane
Wealth Manager
New York, NY
Phone: (212) 476-5531
southeast region
Brian K. Brown
Wealth Manager
Atlanta, GA
Phone: (404) 832-3143
northeast region
Laurie Davis
Wealth Manager
New York, NY
Phone: (212) 476-5896
northeast region
Diane Domenici
Wealth Manager
New York, NY
Phone: (212) 476-9194
northeast region
Nate Dougall
Wealth Manager
New York, NY
Phone: (212) 476-9838
northeast region
Seth Finkel
Wealth Manager
New York, NY
Phone: (212) 476-5755
southeast region
John Glover
Wealth Manager
Palm Beach, FL
Phone: (561) 805-6004
northeast region
Ginny Guy
Wealth Manager
New York, NY
Phone: (212) 476-5331
midwest region
Brian Hahn
Wealth Manager
Chicago, IL
Phone: (312) 325-2223
northeast region
Marc Hamerling
Wealth Manager
New York, NY
Phone: (212) 476-9133
south region
Lorin Henton
Wealth Manager Associate
Dallas, TX
Phone: (214) 775-4690
southeast region
Patrick Kenefick
Wealth Manager
Tampa, FL
Phone: (813) 387-3218
northeast region
Judy Kenney
Wealth Manager
New York, NY
Phone: (212) 476-5754
northeast region
Kevin McGrath, CFP®
Wealth Advisor Associate
New York, NY
Phone: (212) 476-5768
northeast region
Kenneth Marino
Wealth Manager Associate
New York, NY
Phone: (212) 476-9130
northeast region
Nikki Marshall
Wealth Manager
New York, NY
Phone: (212) 476-5508
northeast region
Michael Mazza
Wealth Manager
New York, NY
Phone: (212) 476-9157
northeast region
Zain Naqi
Wealth Manager
New York, NY
Phone: (212) 476-5614
northeast region
Holly Newman-Kroft
Wealth Manager
New York, NY
Phone: (212) 476-9160
northeast region
William Peterson
Wealth Manager
New York, NY
Phone: (212) 476-5632
western region
Lisa Reed
Wealth Manager
Los Angeles, CA
Phone: (310) 595-9115
midwest region
Terrence J Riordan
Wealth Manager
Chicago, IL
Phone: (312) 325-2231
southeast region
Shawn Ryan
Wealth Manager
Tampa, FL
Phone: (813) 387-3206
northeast region
David Shapiro
Wealth Manager
New York, NY
Phone: (212) 476-9119
south region
Richard Szelc
Wealth Manager
Dallas, TX
Phone: (214) 775-4655
western region
Tripp Taylor, CFA
Wealth Manager
San Francisco, CA
Phone: (415) 249-8011
northeast region
Roger Tulcin
Wealth Manager
New York, NY
Phone: (212) 476-5704
northeast region
Adon Vanwoerden
Wealth Manager Associate
New York, NY
Phone: (212) 476-9894
south region
John Whitehead
Wealth Manager Associate
Dallas, TX
Phone: (214) 775-4682
midwest region
Seth Yerk
Wealth Manager Associate
New York, NY
Phone: (212) 476-9082