OUR TEAM

A Powerful Partnership

The clients that work with us benefit from the collective wisdom of each member of our team, rather than the reputation of a single individual. Our team comes from diverse backgrounds but we are united by our commitment to serve our clients.

Charlie Cunningham, CLU^®

Partner

312.600.0106

Jonathan Davis, CFP^®

Partner

212.536.6167

Paul D. Ferrante

Partner

212.536.6045

Darren Gerstenblatt, CFP^®, CLTC, CFBS

Partner

212.536.6013

Stefan E. Greenberg, CFP^®, CFS, CLTC

Managing Partner

203.978.2250

Ari B. Greenman, ChFC^®, CLTC, AAMS

Partner

203.978.2207

David Kates, JD*, ChFC^®, CLU^®, CLTC

Partner

212.536.6157

Brian C. Large, CLTC

Partner

212.536.7737

Joshua T. Lieberman, CFP^®

Partner

312.600.0130

Brian Martin

Partner

410.773.8310

Gregory L. Olsen, CFP^®, AIF™, CLTC

Partner

212.536.6197

Todd Parker, ChFC<sup>®</sup>, CLU<sup>®</sup>, CLTC

Todd Parker, ChFC^®, CLU^®, CLTC

Partner

212.526.7716

Gabriel Schulman

Partner

212.536.6055

Robert Segall, JD, CFS, CLTC

Partner

212.536.8716

Steven R. Serotte, ChFC^®, CLU^®, CLTC

Partner

415.486.2181

Britt A. Szostak, CFP^®

Partner

212.536.7743

Edgar F. Whitmore III, CLU^®, ChFC^®, CFBS

Partner

213.802.0401

Ted Wight

Partner

410.773.8329

Michael Girasole

Managing Director, Market Leader

312.600.0111

Stefan E. Greenberg, CFP^®, CFS, CLTC

Managing Partner

203.978.2250

Irvin Hu

Vice President

213.226.8034

Kevin Kenny

Senior Vice President, Sales Manager

410.773.8358

Ben Kleinschmidt, ChFC

Senior Vice President

212.536.7703

Matthew Kogan

Vice President, Sales Manager

213.335.3779

Brian Mayhall

Senior Vice President

213.335.3776

Daniel Oh

Senior Vice President, Market Leader

213.226.8033

Gregory Sullivan

Senior Vice President, Advisor Development

212.536.6047

Albert Sung

Associate

213.335.3769

Brian Book

Associate

212.536.6034

Malcolm Bosse, JD*, MBA, CFP^®

Managing Director

212.536.6104

Kyle W. Boudreau

Associate

212.536.7747

Brian Bulger

Vice President

212.536.7755

Robert Burger, CLTC

Senior Vice President

212.536.6119

Daniel Calbo

Associate

203.815.9642

Jonathan Davis, CFP^®

Partner

212.536.6167

Matt Donalds

Vice President

212.536.8782

Timothy Eckman, CFP^®, CIMA^®

Senior Vice President

212.536.7725

Gavi Epstein, ChFC^®

Vice President

212.536.6066

Michael Equi

Associate

212.536.6149

Matteo Falcone

Associate

212.536.7734

Paul D. Ferrante

Partner

212.536.6045

Nikita Fidelia

Associate

212.536.7705

Darren Gerstenblatt, CFP^®, CLTC, CFBS

Partner

212.536.6013

Michael Girasole

Managing Director, Market Leader

312.600.0111

Chase B. Golomb

Senior Vice President

212.536.8788

Ronald Goodman

Vice President

212.536.6181

Peter Hyman

Associate

212.536.6069

Brian C. Johnston, CFS

Managing Director

212.536.8723

Nicholas Judd, CPA

Vice President

212.536.7721

Brian Kaplan, CFP^®

Managing Director

212.536.7728

David Kates, JD*, ChFC^®, CLU^®, CLTC

Partner

212.536.6157

Brendan Kenny, CFP^®

Senior Vice President

212.536.7719

Ben Kleinschmidt, ChFC

Senior Vice President

212.536.7703

Zachary Kriftcher

Managing Director

212.536.7750

Gregory K. Large, CLU^®, ChFC^®, CLTC

President

212.536.6085

Brian C. Large, CLTC

Partner

212.536.7737

Daniel Lavian

Associate

212.536.8710

John P. Lepore, MBA

Vice President

212.536.6079

James Mason

Associate

212.536.6136

Matthew Mattimore

Senior Vice President

212.536.7735

Scott McCool

Senior Vice President

212.536.6116

Michael McLaughlin

Vice President

212.536.8727

Maximilian Mediavilla

Associate

212.536.7738

Christian Messina, ChFC^®

Senior Vice President

929.465.1162

John J. Miller, CFP®

Managing Director

212.536.7720

Jackson Modico

Associate

212.536.6176

Brett Norton

Vice President

212.536.6038

Gregory L. Olsen, CFP^®, AIF™, CLTC

Partner

212.536.6197

Brian R. Owens

Vice President

212.536.7748

Nicholas Paparo

Associate

332.284.2301

Todd Parker, ChFC^®, CLU^®, CLTC

Partner

212.526.7716

Jonathan Perry, CLU^®, ChFC^®, CLTC

Senior Vice President

212.536.6052

Robert Pimpinella

Senior Vice President

212.536.8725

Michael Ritz

Associate

212.536.7741

Russell Rolnick, CFP^®, ChFC^®, CLU^®

Managing Director

212.536.6193

Kamran Saghri

Associate

212.536.8244

Mel Schroeder

Associate

213.335.3767

Gabriel Schulman

Partner

212.536.6055

Jake Seeherman

Associate

212.536.8734

Robert Segall, JD, CFS, CLTC

Partner

212.536.8716

Stephen M. Seligman

Senior Vice President

212.536.6139

Matthew Sendach, ChFC^®, CLU^®

Managing Director

212.536.6024

Daniel Sherman

Associate

212.536.8732

Kyle Stanley

Associate

212.536.8702

Gregory Sullivan

Senior Vice President, Advisor Development

212.536.6047

David Suzzan

Senior Vice President

212.536.7749

Britt A. Szostak, CFP^®

Partner

212.536.7743

Mark Testa, CFA, CPA

Associate

212.536.7742

Vincent Trimarco

Managing Director

212.536.8799

Miguel Valdes

Associate

212.536.6033

Justin Carey

Associate

203.978.2223

Gil Elmaleh, CLU^®, CLTC

Senior Vice President

203.978.2208

Janet Fleishman, CLTC

Vice President

203.978.2220

Ari B. Greenman, ChFC^®, CLTC, AAMS

Partner

203.978.2207

Abbe F. Large, CLU, CLTC

Managing Director

203.978.2203

Richard Singer, JD*

Vice President

203.978.2210

Peter Slesinski

Senior Vice President

203.978.2202

Alan Streiter

Vice President

203.978.2205

Philip A. Insley

Vice President

410.773.4443

Kevin Kenny

Senior Vice President, Sales Manager

410.773.8358

Jake Lanford

Senior Vice President and Sales Manager

410.773.8356

Brian Martin

Partner

410.773.8310

Heather McDonald

Associate

410.790.1103

David Rauseo

Senior Vice President

410.773.8339

Brandon Stone

Associate

410.773.8393

Ted Wight

Partner

410.773.8329

Brian Barron

Vice President

312.600.0114

Pete Bouros

Vice President

312.600.0115

Charlie Cunningham, CLU^®

Partner

312.600.0106

Donald J. Draudt, CLU^®, CFP, CAP

Senior Vice President

312.600.0110

Matthew Erhardt

Associate

312.600.0124

Nichola Hong

Associate

312.600.0152

Elliot Lamie

Associate

312.600.0112

Joshua T. Lieberman, CFP^®

Partner

312.600.0130

Nicholas Malone

Associate

312.600.0126

Jennifer Mann, MBA, LUTCF, CLU^®, ChFC^®, CFP^®

Vice President

312.600.0107

Jarad T. Plummer

Vice President

312.600.0149

Robert Pykosz

Senior Vice President

312.600.0108

Bryan Schneider

Associate

312.600.0118

Maria Abou Nassar

Associate

215.583.0329

Keith Adair, LUTCF

Associate

415.486.2193

Arthur Akopyan

Associate

213.335.3770

Tyler An

Associate

213.784.6098

Nityesh Arumugam

Associate

415.486.2196

William Basel, CFP^®, ChFC^®

Senior Vice President

213.226.8032

Tejwant Brar

Associate

213.784.6097

Guillermo Castro-Aguirre

Associate

213.335.3768

Steven Dauglash

Associate

213.335.6086

Fred Denitz, ChFC^®, CLU^®, CASL^®, CLTC

Senior Vice President

213.226.8043

Jay Deshpande

Associate

213.277.2453

Jeffrey Edwards, CFP

Senior Vice President, CFP

213.335.3772

Huck Green

Associate

213.226.8031

Niccolas Hernandez

Associate

213.226.8037

Andrew Howard

Associate

415.486.2190

Irvin Hu

Vice President

213.226.8034

Gabriel Kahler

Associate

213.335.3773

Joseph Kim

Associate

213.802.0411

Matthew Kogan

Vice President, Sales Manager

213.335.3779

Christopher Lu

Associate

213.337.7947

Ryan Lucas

Associate

415.486.2186

Brian Mayhall

Senior Vice President

213.335.3776

Daniel Oh

Senior Vice President, Market Leader

213.226.8033

James Politis, CFP^®, ChFC^®

Vice President

213.335.3790

Kyle Rayder

Associate

213.226.8041

Jane Schroeder, CLTC

Senior Vice President

818.952.7009

Steven R. Serotte, ChFC^®, CLU^®, CLTC

Partner

415.486.2181

Andre Sevilla

Associate

213.784.6093

Woojin Shin

Associate

415.486.2183

Ronald Sosa

Associate

213.226.8035

Albert Sung

Associate

213.335.3769

Andrew Thiermann

Associate

415.486.2184

Edgar F. Whitmore III, CLU^®, ChFC^®, CFBS

Partner

213.802.0401

Stefan E. Greenberg, CFP^®, CFS, CLTC

Managing Partner

203.978.2250

Gregory K. Large, CLU^®, ChFC^®, CLTC

President

212.536.6085

Marvine Laurent

Managing Director, Finance & Operations

212.536.8741

Angie LeMar

Managing Partner, Chief Strategy Officer

212.536.8722

Naresh H. Singh, CISSP^®

Partner, Chief Technology Officer & Chief Information Security Officer

212.536.8773

Nataly Sogoloff

Senior Vice President, Human Resources & Talent

212.786.5478

Kristi Vassak

Managing Partner, COO

212.536.6096

Lilla Accolla

Corporate Executive Benefits, VP of Operations

212.536.6012

Christopher Bene

Vice President, Regional Administrative Manager

212.536.6196

Deena Byrne

AVP, Human Resources

212.301.1045

Jessica Castellano

Director, Sales Recruitment

212.536.8701

Mark Dundon

Head of Lenox Asset Management

212.536.8739

Debhinn Hart-Picariello

Vice President, Client Service Manager

212.536.6179

Kerri Hauck

Vice President, Regional Administrative Manager

312.600.0138

Brian Holly

Vice President of Business & Strategic Solutions

212.536.8746

Brian Hunt

Vice President, Controller Corporate Finance

212.536.6118

Greg May

Vice President, Client Service Manager

212.536.6078

Mario Milton

Corporate Finance, Assistant Vice President, Finance Manager

212.536.6056

Georgia Monson, CLF

Vice President, Practice Management

815.271.2578

Sergio Prattico

Information Technology, Vice President, Help Desk Manager

212.536.6120

Irma Ramos

Vice President, Chief Underwriter of New Business and Underwriting

212.536.6183

Cindy Riano

Vice President, Regional Administrative Manager

212.536.6105

Heather Schieferstein

Vice President, Operations & Change Readiness

415.486.2180

Cara Sharpe

VP Account Management, Corporate Executive Benefits

212.536.7718

Sam Toskin

Senior Vice President, Broker Dealer Operations & Solutions

203.978.2219

Isabel Velasquez, MSOL ALMI

SVP Operations, Advanced Planning and New Business

646.418.5657

Gabrielle Vigil

Vice President, Sales Management

212.536.6174

Christopher Bertinelli

Vice President, Asset Management

212.536.8738

Mark Dundon

Head of Lenox Asset Management

212.536.8739

Jason Krupa MBA, CIMA^®

Vice President, Asset Management

312.600.0147

Carter Moebius

Assistant Vice President, Asset Manager

213.802.0415

Milton G. (Bo) White IV

Asset Manager

410.773.8326