Arthur Pensato

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

212-703-8260 917-710-0434
Email |

William Slayne

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

917-710-8998 917-710-8998

Lindsay Hansman, CFP®

Vice President - Senior Financial Associate

212-703-8263 917-710-9048

Carrie Port

Vice President - Senior Business Associate

212-703-8262 917-710-9015

Connor Secora

Investment Associate

212-703-8264 917-680-0555

Lloyd King

Investment Associate

917-710-9057 917-710-9057

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

Insurance and Annuity Consultant


advisor

Retirement Plan Consultant


advisor

Wealth Management Banker


advisor

Fixed Income Business Development Team Manager


Contact us

Please fill in all the mandatory fields.

To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.

*Required fields