Our Team

Executive-Leadership-Groupshot-new-with-text-2

Lawrence Glazer

AAMS^®

Managing Partner

Steven Dimitriou

AIF^®, C(k)P^®, CPFA

Managing Partner

Lloyd Glazer

Managing Partner

Jonida Papajani

CFA^®, CAIA^®

Director of Portfolio Management

Vinson Brod

Chief Operating Officer

private-wealth-mgmt2

Lawrence Glazer

AAMS^®

Managing Partner

Lloyd Glazer

Managing Partner

Allison Montgomery Crate

CFP^®, CIMA^®, CRPC^®, CDFA^®, CPFA^®

Vice President, Senior Wealth Manager

Brian Foley

Senior Wealth Manager Emeritus

Ryan Foley

APMA®, CRPC®

Senior Wealth Manager

Bradley A. Gorney

CRPC^®

Vice President, Senior Wealth Manager

John Longo

AAMS^®

Vice President, Senior Wealth Manager

Peter Martin

Senior Wealth Manager

Jason McLoy

Senior Wealth Manager

Lowell Lyon

AIF^®, CSRIC^®

Vice President, Senior Wealth Manager

Michael Robbins

Senior Wealth Manager Emeritus

Jonathan Taylor

Senior Wealth Manager

Jeff Cashin

CFP^®

Vice President, Senior Wealth Manager

John Wilcox

CFP^®, AAMS^®, AIF^®

Vice President, Senior Wealth Manager

Danielle Gould

CFP^®, CRPC^®

Wealth Manager

retirement-plan-consulting

Steven Dimitriou

AIF^®, C(k)P^®, CPFA

Managing Partner

Lou Chong

CFP^®, AIF^®, CRPC^®

Vice President, Senior Plan Consultant

Joe Kendall

AIF^®, CPFA

Vice President, Senior Plan Consultant

Justin Londergan

AIF^®

Vice President, Senior Plan Consultant

Jared Manville

AIF^®, CHSA^®, CPFA

Vice President, Senior Plan Consultant

Jeff Mehne

AIF^®, CHSA^®

Vice President, Senior Plan Consultant

Planning-Client-Operations-Groupshot-new-with-text

Jonathan Brown

Client Relationship Manager

Pamela Shea

Client Relationship Manager

Susan Schoenig

Operations & Compliance Specialist

Craig Fuglestad

Manager of Operations

Jillian Duddy

Associate Vice President,
Family & Personal Office Services

David Manukjan

CFP^®

Manager of Financial Planning

Alissa Smith

Client Relationship Manager

Christopher McSherry

Operations Associate