Our People
Amanda Davis
Client Service Associate
Connor Davis
Advisor Associate
Patricia DCosta
Senior Associate, Data Operations
Stephane de Brechard
Advisor Associate
Michael Del Priore
Chief Compliance Officer
Ryan deLeon
Advisor Associate
Ruby Delgado
Senior Family Office Accountant
Michael Delgass, J.D.
Managing Director
Karen Dempsey
Associate, Client Operations
Gary Desjardins, CFP®, AIF®, CEP
Managing Director
Liam Desmond
Advisor Associate
Justin deTray, CFP®
Managing Director
Joseph Devine
Senior Vice President
Simi Dhall, CFP®
Senior Vice President
David Dickman
Managing Director
Scott Dillie, CFP®
Senior Vice President