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Professional Strategy Team

Steven Weinman, MBA President, Co-Chief Investment Officer Read More
David Porro, CLU®, ChFC® Director of Insurance Read More
Noreen Brown, CFA Co-Chief Investment Officer Read More
Steven Melnick, CFA Deputy Chief Investment Officer Read More
James Rabasca, J.D. Director, Integrated Planning Group Read More
Natassia Najman, J.D. Senior Planning Specialist Read More
Frank Bardales Financial Planner Read More
Brian Abbott Financial Planner Read More
Joseph Cecere, MBA, CFA Associate Director, Investment Management Read More
Jason Huang, MA Senior Investment Analyst Read More
Matthew Pranaitis, CFA, CAIA Investment Analyst Read More
Michael Dell’Angelo Investment Operations Analyst Read More