Daniel Flath

Daniel Flath, CFA, CFP® PartnerInvestment Committee Total Industry Experience | 14 Years Affiliations Columbia Business SchoolAlumni Club of New YorkMember CFA Society New YorkMember CFA InstituteMember CWM Proprietary Investment AppCTO, Lead Developer Twilight...

Lindsay Cherashore

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

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

Kristen Breault PartnerChief Compliance Officer Total Industry Experience | 28 Years Professional Experience Goldman Sachs & Co.Private Wealth Management Education BA, University of...

John R. Chrin

John R. Chrin, CFP® PartnerInvestment Committee Total Industry Experience | 36 Years Professional Experience JP Morgan ChaseCo-Head, Managing Director, Financial Institutions Mergers & Acquisitions and Depository Investment Banking Affiliations Lehigh...
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