Advisors & Investment Management
Mark Cortazzo, CFP®, CIMA® Senior Partner
Andrew Despotakis, CFP® Financial Advisor
Eric LaFreniere Manager of Investment Management
Maura Mallaney, CFP® Senior Financial Advisor
Christopher Moffett, CFA Portfolio Manager
Thomas Moyer, CFP® Senior Financial Advisor
Nick Spagnoletti Jr., CFP® Partner
Client Services
Joseph Della Vecchia Client Relations Coordinator
Allison Kass Senior Client Relations Coordinator
Mandie Myers Senior Client Relations Manager
Operations
Debi Anderson Receptionist
Omar Bokhari Advisor Research Specialist
Don Korpos Office & Facilities Manager
John Morace Advisor Support Associate
Joel Morales Business Development Specialist
Joy Morgan Senior Executive Assistant
Kristie Rheuport Portfolio Administrator & Billing Specialist
Nick Schraft Advisor Support Associate
Lan Song, CFP® Paraplanner
Lindsay Van Schepen Marketing Communications Manager
Compliance
Heidi Juttner, IACCP® Chief Compliance Officer
