Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Bruce Forrest, MD
Senior Vice President, Co-Head of Healthcare/Life Sciences Group
Bruce Kaufman
Senior Director, Co-Head of Healthcare/Life Sciences Group
Capt. Jackson Ritchie
Senior Director, Head of Caribbean & LATAM Team, Head of Maritime, Infrastructure & Logistics
David Bunzel
Senior Managing Director- Investment Banking, M&A, Public & Private Markets
Robert Degowin
Senior Director
Sean Santa
Senior Vice President, Co-head Technology, Media, Telecommunications
Steven Zelac
Head - Industrials, Chemicals & Manufacturing, Senior Director
Todd D. Slater
Senior Director, Co-Head of Consumer and Retail Banking
Vince Palmieri
Senior Director – Mobility, Sustainable Energy, and Infrastructure
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.