Focused On You

Michael Aloi, CFP^®

Team Liaison and Client Relationship Manager

Sarah Allen

Senior Client Service Associate

Noreen Brown, CFA

Director of Portfolio Management

James Rabasca J.D.

Senior Tax Specialist

Joseph Cecere, MBA, CFA

Associate Director, Investment Management

Natassia Najman, J.D.

Senior Planning Specialist

Steve Melnick

Deputy Chief Investment Officer

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