James A. Covell

Managing Director - Financial Advisor, Senior Consulting Group

212-703-6015
Email |

Edward P DiConza

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

212-703-6075
Email |

Jason B. Newman, CFP®

Senior Vice President - Financial Advisor, Consulting Group

212-703-6111
Email |

Alexandra Cavallaro, AWMA®, CFP®

Associate Vice President, Senior Financial Associate

212-703-6135
Email |

Jacqueline Moran

Registered Client Associate

212-703-6117

Valerie Kilgore

Registered Client Associate

212-703-6180

Terri Garrison

Client Associate

212-703-6118

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