Client Services & Operations

Joseph Fusaro, Jr.

Director of Human Resources and Office Operations

Jason Hart

Operations Manager

Sabina Pinsky

Senior Marketing Associate

Jared Chase

Director of Mergers & Acquisitions and Business Development

Arvette Reid

Client Services Director

Ashley Utterback

Office Manager

Dana Aude

Registered Associate

Michaela Hurtienne

Registered Associate
CFP®

Grant Colin

Registered Associate

Kathleen Persak

Registered Associate

Zander Cochran

Registered Associate

Rebecca Stoner

Registered Associate

Joseph Lindley

Registered Associate

Samantha Driver

Registered Associate

Stephanie Mills

Client Services Manager

Derek Ruan

Jr. Research Associate

Joyce Mizuhata

Client Services Manager

Stephanie Perkins

Client Service Manager
AIF®

Natalie Rodgers

Client Service Manager

Tammy Patterson

Client Service Manager

Kelli French

Client Service Manager

Ilya Solovey

Client Service Manager

Jill Eisemann

Client Service Manager

Vannara Murphy

Client Service Manager

Paula Hart

Client Service Associate

Annette Gibson

Client Service Associate

Chelsea Traub

Client Service Associate

Stephanie Chow

Client Service Associate

Natalie Boblit

Client Service Associate

Misha Yim

Client Service Administrator

Ruderis Fuentes

Client Service Administrator

Jennifer Late

Digital Marketing Strategist

Kellie Smith

Client Service Associate

John Van Dalsem

Client Service Associate

Liselotte Richards

Operations Specialist

Joseph Lovo

Operations Specialist

Elizabeth Carberry

Operations Specialist

Taieb Habib

Operations Specialist

Ellen Baldecchi

Operations Associate

Julia Fahlen

Wealth Coordinator

Jordan Cornelius

Marketing Associate

Jamison Williams

Visual Marketing Designer

Thomas Ridgway

Client Services Associate

Karen Tongol

Client Service Associate


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