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OUR TEAM

Teamwork makes your dream work.

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

Josh Brown

Account Manager, Portfolio Manager

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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