Questions, goals, new visions of your financial future-
Contact any of our Team Specialists
and we will assist you with all of your financial needs.

Sean Stannard-Stockton, CFA, CAP

President & Chief Investment Officer
Senior Principal & Shareholder

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Ludo Thomasson, CFP®

Director of Wealth Management
Senior Principal & Shareholder

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Matt Pearson

Chief Operating Officer
Chief Compliance Officer
Senior Principal & Shareholder

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Cathy Stannard-Stockton

Director of Business Operations
Senior Principal & Shareholder

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Liz Revenko, CFP®, CIMA®, CPCC, MA, MBA

Wealth Manager

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Mike Navone

Wealth Manager

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Shilpa Andalkar, CFP®

Wealth Manager

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Matthew DiSalvio

Director of Institutional
Business Development

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Wern Cheen Chang

Senior Operations Associate

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Kyle Benner

Senior Investment Associate

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Karen McManus

Executive Assistant
Office Manager

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Arif Karim, CFA

Senior Investment Analyst

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Todd Wenning, CFA

Senior Investment Analyst

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Martin Jaksa

Senior Operations Manager

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Paul Perrino, CFA

Director of Portfolio Analysis
Principal & Shareholder

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Ludo Thomasson, CFP®

DIRECTOR OF WEALTH MANAGEMENT

Read Bio

Sean Stannard-Stockton, CFA, CAP

President & Chief Investment Officer
Senior Principal & Shareholder

Read Bio

Ludo Thomasson, CFP®

Director of Wealth Management
Senior Principal & Shareholder

Read Bio

Matt Pearson

Chief Operating Officer
Chief Compliance Officer
Senior Principal & Shareholder

Read Bio

Cathy Stannard-Stockton

Director of Business Operations
Senior Principal & Shareholder

Read Bio

Liz Revenko, CFP®, CIMA®, CPCC, MA, MBA

Wealth Manager

Read Bio

Mike Navone

Wealth Manager

Read Bio

Shilpa Andalkar, CFP®

Wealth Manager

Read Bio

Matthew DiSalvio

Director of Institutional
Business Development

Read Bio

Wern Cheen Chang

Senior Operations Associate

Read Bio

Kyle Benner

Senior Investment Associate

Read Bio

Karen McManus

Executive Assistant
Office Manager

Read Bio

Arif Karim, CFA

Senior Investment Analyst

Read Bio

Todd Wenning, CFA

Senior Investment Analyst

Read Bio

Martin Jaksa

Senior Operations Manager

Read Bio

Paul Perrino, CFA

Director of Portfolio Analysis
Principal & Shareholder

Read Bio

Ludo Thomasson, CFP®

DIRECTOR OF WEALTH MANAGEMENT

Read Bio