Our Team


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Partner, Chief Investment Officer

New York

Partner, Portfolio Manager

San Francisco

Partner, Portfolio Manager

New York

Partner, Chief Compliance Officer and General Counsel

New York

Partner, Wealth & Fiduciary Advisor

Florida

Partner, Wealth & Fiduciary Advisor

Tampa

Partner, Director of Municipal Bond Research

New York

Partner, Portfolio Manager

New York

Partner, Wealth & Fiduciary Advisor

New York

Partner, Wealth & Fiduciary Advisor

New York

Partner, Financial Advisor

New York

Partner, Head of Operations

New York

Partner, Portfolio Manager

New York

Partner, Portfolio Manager

New York

Partner, Wealth & Fiduciary Advisor

New York

Partner, Portfolio Manager

New York

Partner, Wealth & Fiduciary Advisor

Minneapolis

Partner, Chairman

West Palm Beach

Partner, Portfolio Manager

San Francisco

Partner, Wealth & Fiduciary Advisor

San Francisco

Partner, Wealth & Fiduciary Advisor

San Francisco

Partner, Wealth & Fiduciary Advisor

New York

Partner, Portfolio Manager

Florida

Partner, Portfolio Manager

Florida

Partner, Portfolio Manager

New York

Partner, Portfolio Manager

Minneapolis

Partner, Wealth & Fiduciary Advisor

Minneapolis

Partner, Portfolio Manager

New York

Partner, Wealth & Fiduciary Advisor

Florida

Partner, Portfolio Manager

Minneapolis

Partner, Wealth & Fiduciary Advisor

San Francisco

Partner, Portfolio Manager

New York

Partner, Portfolio Manager

San Francisco

Partner, President and Chief Executive Officer

New York