Howard J. Abner, CFA

Chairman

Caryn Zweig

Chief Executive Officer

Bryan DiDonato, CFA

Chief Operating Officer

David Linsen, CFA

Senior Vice President

Bindia Rosas

Assistant Vice President

Matthew Flood

Vice President – Senior Relationship Manager

Roman Prokopchuk

Digital Marketing Manager

Brianna O'Leary

Director of Client Services

Daniela Kaczmarek

Client Service Associate

Stephany Lopez

Client Service Associate

Frank Palo

Senior Vice President, Director of Operations

Timothy Leong

Investment and Trading Associate

Kevin Muso

Financial and Operations Associate
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