In the end, a firm boils down to the people.

A more personalized wealth management experience.

Our people love what they do in our friendly yet intellectually charged environment. As if they needed more incentive, one third of our 220+ team members have an ownership stake in the business.

So, not only are our people very talented and happy in their work — they’ll be with you and your family for a long time. This is an essential element of our innovative business model, designed to deliver a deep and consistent wealth management experience.