image of James Covell

James Covell

Managing Director - Financial Advisor, Senior Consulting Group

212-703-6015
Email |

Edward DiConza

Managing Director - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

212-703-6075
Email |
Jason Newman

Jason Newman, CFP®

Senior Vice President - Financial Advisor, Portfolio Manager - Portfolio Focus

212-703-6111
Email |

Alexandra Cavallaro, AWMA®, CFP®

Associate Vice President - Financial Advisor

212-703-6135
Email |

Jacqueline Moran

Investment Associate

212-703-6117

Valerie Kilgore

Senior Registered Client Associate

212-703-6180

Terri Garrison

Senior Client Associate

212-703-6118

Client Strategies Team

The Client Strategies Team is a resource to help support you in your wealth planning goals, developing a strong understanding of your personal financial objectives, gathering valuable information and addressing complex financial and wealth strategies issues. Explore the bios below to learn more about the team.

advisor

Wealth Management Consultant


advisor

Wealth Strategist


advisor

Wealth Strategist


advisor

Trust Consultant


advisor

Wealth Management Banker


Let's start the conversation

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