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Meet Our Team
Monica McCarthy
CFA®, CDFA®, CPWA®, CEPA®
CHIEF EXECUTIVE OFFICER
Andrew Litzerman
CFA®, CMT®, CPWA®
Chief Investment Officer
Christian (Chrissy) Sullivan
CTFA, CFP®, CDFA®, CEPA®
Director of Wealth Planning
Laurie Barrett
Director of Client Success
Donald Nelson
Director of Operations and Chief Compliance Officer
Suzanne Russo
FPQP®
Investment Services Manager
Chloe McCarthy
Co-Chief Morale Officer
Chloe Litzerman
Co-Chief Morale Officer
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