Our Team

Our Team

Left to right: Seated: Cynthia Bechmann, Chief Operating Officer; Steve Erikson, CFP®, President Emeritus; Thomas Moore, CFA, Chief Investment Officer
Standing: Peter Carleton, Manager, Marketing & Client Relationships NY; George R. Kress, CFA, President; Steven Tussi, Portfolio Manager; Kathleen Buske, CFP®, Senior Director of Investment Strategy - NCAM, Jeffrey Braff, Director of Securities Trading

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Steven Resler, Director of Business Development