Our Team

Wealth Advisors

• 

  Charles Hamowy, CFP^®, CPA/PFS

  CEO

  Founding Partner
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• 

  Christopher Conigliaro, CFP^®

  President

  Chief Investment Officer
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• 

  Mark Dorfman MBA, CRPC^®

  Senior Partner

  Senior Wealth Advisor
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• 

  Preston Forman, CFP^®

  Senior Partner

  Senior Wealth Advisor
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• 

  Laura Hyman, Ph.D

  Senior Partner

  Senior Wealth Advisor
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• 

  Steve Troccoli, MBA, ChFC^®, CFS^®, CRPC^®

  Vice President

  Senior Wealth Advisor
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• 

  Michael Strassmann, CFP^®

  Senior Wealth Advisor
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• 

  Joyce Zhang

  Senior Wealth Advisor
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