Our Team

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Our Leadership

Christopher Zander

President & CEO

New York

Partner, Chairman

Palm Beach

Partner, Chief Investment Officer

New York

Partner, Chief Compliance Officer and General Counsel

New York

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

Partner, Head of San Francisco Office

San Francisco

Partner, Portfolio Manager

New York

Martha Pomerantz

Partner, Head of the Minneapolis Office

Minneapolis

Partner, Wealth & Fiduciary Advisor

Minneapolis

Partner, Portfolio Manager

New York

Our Team

Partner, Portfolio Manager

San Francisco

Partner, Portfolio Manager

San Francisco

Brandon Frandsen

Managing Director, Wealth & Fiduciary Advisor

San Francisco

Director, Portfolio Manager

San Francisco

Partner, Head of San Francisco Office

San Francisco

Vice President, Wealth & Fiduciary Advisor

San Francisco

Keith McWilliams

Partner

San Francisco

Partner, National Director of Wealth Planning

San Francisco

Judith McDonald Moses

Partner, Portfolio Manager

San Francisco

Iain Silverthorne

Partner, Wealth & Fiduciary Advisor

San Francisco

Director, Wealth & Fiduciary Advisor

San Francisco

Flavia Araujo Trento

Partner, Portfolio Manager

San Francisco

Director, Wealth & Fiduciary Advisor

San Francisco

Partner, Portfolio Manager

San Francisco

Director, Wealth & Fiduciary Advisor

San Francisco