Michael Nolan

Michael Nolan, MBA

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

212-703-6323
Email |
Brian Nolan

Brian Nolan, AIF®, CFA

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

212-703-6324
Email | |
Megan OConnor

Megan Wilson

Vice President - Senior Business Associate

212-703-6326
Courtney Shultz

Courtney Shultz

Investment Associate

212-703-6325

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

Wealth Management Banker


advisor

Trust Consultant


advisor

Corporate & Executive Services


advisor

Corporate and Executive Services


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