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OUR TEAM

Teamwork makes your dream work.

Larry Berman

Co-Founder, Chief Investment Officer, Portfolio Manager

Jared Rabinowitz

Co-Founder, President/CEO

Catherine Dorna

Chief Compliance Officer, Portfolio Manager

Josh Brown

Account Manager, Portfolio Manager

Monique Madan

Head, Financial Life Strategies

Brett Rabinowitz

Managing Director, National Sales, Client Experience

Brandon Berman

Head Trader

Laura Cirlincione

Senior Manager – Portfolio Manager Support Services

Christine Bates

Senior Account Administrator

Lejla Lalic

Account Administrator

Lauren Richler

Account Administrator

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