image of Chris Vollmer

Christopher A. Vollmer, AWM

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

212-703-8231
image of Kevin Toolan

Kevin G. Toolan

Vice President - Senior Financial Associate

212-703-8232
image of Sophia Mitacek

Sophia Mitacek

Senior Investment Associate

212-703-6041

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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

Trust Consultant