Arthur Pensato

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

212-703-8260
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William Slayne

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

212-703-8261

Lindsay Hansman

Vice President - Senior Financial Associate

212-703-8263

Carrie Port

Vice President - Senior Business Associate

212-703-8262

Connor Secora

Investment Associate

212-703-8264

Lloyd King

Investment Associate

212-703-8265

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

Fixed Income Business Development Professional


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