Our Team

Our Leadership

President & CEO

New York

Partner, Chairman

Palm Beach

Partner, Chief Investment Officer

New York

Partner, Head of Palm Beach & Tampa Office

Palm Beach, Tampa

Partner, Head of San Francisco Office

San Francisco

Partner, Portfolio Manager

New York

Partner, Head of the Minneapolis Office

Minneapolis

Partner, Wealth & Fiduciary Advisor

Minneapolis

Partner, Portfolio Manager

New York

Partner, Chief Fiduciary Officer and Trust Counsel

Delaware