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Teresa Akridge 4087

Teresa Akridge

Vice President
Trade Operations Specialist

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Michael Albuquerque2

Michael Albuquerque

Operations Associate

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Marisa Amoresano2

Marisa Amoresano

Executive Assistant

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Christopher Chung

Compliance Associate

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Stefani Daniels 2025 V1

Stefani Daniels

Operations Associate

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Meaghan Dibiase 4047

Meaghan DiBiase

Vice President
CRM & Marketing Analyst

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Kaitlyn Mauriello2

Kaitlyn Fiorentine

Senior Operations Associate

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Erin Mcgrath 3595

Erin McGrath

Assistant Vice President
Operations Manager

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Riya Mehra

Operations Associate

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William Nagie

Operations Associate

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Nalby Nouh

Operations Associate

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Christopher Perrine 4102

Christopher C. Perrine, CFP®

Senior Vice President
Portfolio Implementation Manager

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Sasha Polanco 2025 V3

Sasha Polanco

Administrative Assistant

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Lillian Rinchiuso 3533

Lillian Rinchiuso

Vice President
Office Manager

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