
Larry Berman
Co-Founder, Chief Investment Officer, Portfolio Manager

Jared Rabinowitz
Founding Partner, Advisory Board Member
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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