Our Team

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
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Damien DePeter

Vice President, Senior Wealth Manager

Brian Foley

Senior Wealth Manager

Ryan Foley

APMA®, CRPC®
Senior Wealth Manager

Lloyd Glazer

Managing Partner

Lawrence Glazer

AAMS®
Managing Partner

Bradley A. Gorney

CRPC®
Vice President, Senior Wealth Manager

John Longo

AAMS®
Vice President, Senior Wealth Manager

Lowell Lyon

AIF®, CSRIC®
Vice President, Senior Wealth Manager

Peter Martin

Senior Wealth Manager

Michael McCarthy

CRPC®
Vice President, Senior Wealth Manager

Jason McLoy

Senior Wealth Manager

Michael Robbins

Senior Wealth Manager

Jonathan Taylor

Senior Wealth Manager

John Wilcox

CFP®, AAMS®, AIF®
Vice President, Senior Wealth Manager

Danielle Gould

CRPC®
Associate Wealth Manager

Justin Gaudino

CFP®, CIMA®
Associate Wealth Manager

Lou Chong

CFP®, AIF®, CRPC®
Vice President, Senior Plan Consultant

Steven Dimitriou

AIF®, C(k)P®, CPFA
Managing Partner

Joe Kendall

AIF®, CPFA
Vice President, Senior Plan Consultant

Justin Londergan

AIF®
Vice President, Senior Plan Consultant
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Jared Manville

AIF®, CHSA®, CPFA
Vice President, Senior Plan Consultant

Jeff Mehne

AIF®, CHSA®
Vice President, Senior Plan Consultant
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David Manukjan

CFP®
Manager of Financial Planning

Jillian Duddy

Associate Vice President,
Family & Personal Office Services

Craig Fuglestad

Manager of Operations

Susan Schoenig

Operations & Compliance Specialist

Pamela Shea

Client Relationship Manager

Jonathan Brown

Client Relationship Manager

Sarah Kate Ragsdale

Client Relationship Manager

Alissa Smith

Client Relationship Manager