Paula Goldberg NYC Office ManagerNotary Total Industry Experience | 27 Years Professional Experience Goldman Sachs & Co.Municipal Bond Department,Private Wealth Management Education BA, Fordham...
Daniel Flath, CFA, CFP® Partner, CTO & Welos DeveloperInvestment Committee Total Industry Experience | 14 Years Affiliations Columbia Business SchoolAlumni Club of New YorkMember CFA Society New YorkMember CFA InstituteMember CWM Proprietary Investment AppLead...
Lindsay Cherashore DirectorPortfolio ManagementFamily Office ServicesInvestment Committee Total Industry Experience | 24 Years Professional Experience Northern Trust, US TrustPrivate Wealth Management Affiliations 100 Women in FinanceMember Education BA, Denison...
Theodore Cambilis, CFP® Vice PresidentInvestment CommitteeInvestment ResearchPortfolio Management Total Industry Experience | 8 Years Affiliations Family Wealth AllianceMember, Young Professionals Network Education BS, Rutgers Business...
Kristen Breault PartnerChief Compliance Officer Total Industry Experience | 28 Years Professional Experience Goldman Sachs & Co.Private Wealth Management Education BA, University of...
