TEAM
Work Together. Win Together.
We are a dynamic and passionate group of professionals who thrive on providing clients with individualized and unique lifetime wealth and business solutions.
- View All
- Executive Leadership
- Wealth Management
- Business Advisory Services
- Asset Management
- Operations
OSMAN MINKARA
Managing Principal
KENNETH CHAPUT
Managing Director,
Compliance & Operations
YUSUF HAI
Managing Director,
Business Advisory Services
BRIAN J. LASHER
Head of Investment Strategy and Lead Advisor
MICHELE HENNESSY
Head of Wealth Management
GUS MATTIA
Vice President,
Controller
JILL GLINKA
Human Resources Manager
MARTIN SWIECKI, CFP®, CLU
Senior Wealth Manager
ELDIN FOCO, CRC®
Senior Wealth Manager
ERIC T. PRATT
Head of Research & Trade Execution
TIMOTHY ABRAHIEM
Associate
JALEN GARRETT, CFP®
Associate Financial Planner
KELLY ROWE
Operations Specialist
HAMZA RANGWALA
Client Support Specialist
IDRIS AFIQ
Accountant
HEATHER WEINTRAUB
Operations/Compliance Coordinator
LANA HURLEY
Operations Manager