Eric Stubbs, PhD

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

212-703-6165
Email |

Enrique Jaen, CFA, PhD

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

212-703-6159
image of Madeleine Condron

Madeleine Condron

Financial Advisor

212-703-6119
Email |

Jacky Khanna

Senior Registered Client Associate

212-703-8289

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

Trust Consultant


advisor

Wealth Strategist


advisor

High Net-Worth Lending Specialist


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Alternative Investments Consultant