Our People
The “who” matters
We celebrate real people with diverse qualities—financial experts with creative and critical thinking skills, entrepreneurial and altruistic spirits, who offer unique perspectives and a fresh way of working with clients and with each other.
1000s
of hours of volunteer service by our NYC office
$1M+
raised in annual charity walks
Committed in and out of the office
We prove that it’s possible to do well and do good. We do right by our clients, our community and each other.
See how we give back
Interested in joining our team?
