Our Team

 

  • Scott Holstein, Wealth Manager

    President & CEO

  • Kimberli Casner, Esquire

    General Counsel and Chief Compliance Officer

  • David Rosenblatt

    Director, Investment Strategies

  • Rob Hinson, CFA

    Director, Investment Operations & Trading

  • Jeff Closz

    Senior Portfolio Analyst

  • Jeff Weatherford

    Trading & Quantitative Analyst

  • Ron Lutz

    Director, Technology

  • Rosemarie Schaaf

    Client Service Manager