Larry Berman
Co-Founder, Chief Investment Officer, Portfolio Manager
Jared Rabinowitz
Founding Partner, Advisory Board Member
Mike MacMillan
Managing Partner, Associate Portfolio Manager
Brett Rabinowitz
Managing Partner, Client Experience & Business Development
Catherine Dorna
Chief Compliance Officer, Portfolio Manager
Monique Madan
Head,
Financial Life Strategies
Lara Watts
Client Experience Manager
Emmy Mestancik
Senior Administrator
Brandon Berman
Head Trader
Lauren Richler
Account Administrator