Eric Stubbs

Eric Stubbs, PhD

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

212-703-6165
Email |
Enrique Jaen

Enrique Jaen, CFA, PhD

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

212-703-6159
Email |
Jacky Khanna

Jacky Khanna, CPFA®, MBA

Investment 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

Associate Wealth Management Banker


advisor

Wealth Strategist