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Marlo Swain

Client service associate

Nicole Tartagni

Client Service Associate

Nicole’s passion for helping others goes hand in hand with...

John Tarson

Financial Analyst

John’s diverse career background brings a unique perspective to the...

Ethan Kaufman


Ethan is a recent graduate from the Carroll School at...

Alfred Norton


“I’m deeply committed to helping you achieve financial success because...

Alexandra Scanlan

Head of client Service

Alexandra Scanlan is a seasoned Registered Client Service Associate with...