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
Emmy Mestancik
Senior Administrator
Brandon Berman
Head Trader