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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

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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