
Annie Gottbehuet
Managing Director, Market Leader

Alex Gangl, CFP®, CFA®, CEPA®
Sr. Wealth Advisor

Anthony Lugo-Garcia, CFP®, CEPA®
Wealth Advisor

Bob Burlinson
Sr. Director, Private Investments

Mark De Gregorio
Wealth Advisor

Matt Krensky
Senior Wealth Manager, Director

Peter Gifford
Senior Wealth Manager, Director

Stephen Donahue
Senior Wealth Manager, Director