Our Team

Our Leadership

Christopher Zander

President & CEO
New York

Jeff Maurer

Partner, Chairman
Palm Beach

John Apruzzese

Partner, Chief Investment Officer
New York

Ruth Calaman

Partner, Chief Compliance Officer and General Counsel
New York

Michael Cozene

Partner, Head of Palm Beach & Tampa Office
Palm Beach, Tampa

Ashley Ferriello

Partner, Wealth & Fiduciary Advisor
New York

Sebastian Granzo

Partner, Head of Operations
New York

Jon Kropf

Partner, Head of San Francisco Office
San Francisco

Brian Pollak

Partner, Portfolio Manager
New York

Martha Pomerantz

Partner, Head of the Minneapolis Office
Minneapolis

Stacie Price

Partner, Wealth & Fiduciary Advisor
Minneapolis

Jay Springer

Partner, Portfolio Manager
New York
Michael Cozene, Partner, Head of Palm Beach & Tampa Office

Michael Cozene

Partner, Head of Palm Beach & Tampa Office
Palm Beach, Tampa
Tracy Elling, Vice President, Wealth & Fiduciary Advisor

Tracy Elling

Vice President, Wealth & Fiduciary Advisor
Palm Beach
Jeff Maurer, Partner, Chairman

Jeff Maurer

Partner, Chairman
Palm Beach
J.R. McDermott, Director, Financial Advisor

J.R. McDermott

Director, Financial Advisor
Palm Beach
Aldo Palles, Partner, Portfolio Manager

Aldo Palles

Partner, Portfolio Manager
Palm Beach
Ross Saia, Partner, Wealth & Fiduciary Advisor

Ross Saia

Partner, Wealth & Fiduciary Advisor
Palm Beach