Giancarlo DAlimonte
Founder + Private Wealth Advisor
Lisa Marie Barbieri
Partner + Private Wealth Advisor
Anders Lundegard
Partner + Private Wealth Advisor
Alison
Cain
Partner + Private Wealth Advisor
Nick Ferrari-Smith
Private Wealth Advisor
Shawn Hadian
Private Wealth Advisor
Matt O’Connor
Private Wealth Advisor
Emily Baker
Financial Advisor Assistant







