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Our Team

Scott Holstein, Wealth Manager

Scott Holstein, Wealth Manager

President & CEO

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Kimberli Casner, Esquire

Kimberli Casner, Esquire

General Counsel and Chief Compliance Officer

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David Rosenblatt

David Rosenblatt

Director, Investment Strategies

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Rob Hinson, CFA

Rob Hinson, CFA

Director, Investment Operations & Trading

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Jeff Closz

Jeff Closz

Senior Portfolio Analyst

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Jeff Weatherford

Jeff Weatherford

Trading & Quantitative Analyst

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Ron Lutz

Ron Lutz

Director, Technology

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Rosemarie Schaaf

Rosemarie Schaaf

Client Service Manager

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