We Are a Multigenerational Team.
Every member of our team is selectively hired and carefully mentored to ensure an ethical, collaborative firm culture and utmost excellence in client experience. Each client relationship is led by at least one partner and supported by additional team members.
Following successful careers at major Wall Street firms, our partners bring decades of experience in investment management, wealth management, and investment banking. In addition, we share a network of geopolitical and financial thought leaders as well as civil society and philanthropic leaders.
Our partners have worked together for over twenty years and share a passion for helping our clients achieve their goals through thoughtful planning and investing.
Maria L. Chrin
Founder & Managing Partner
Investment Committee Chair
Industry Experience | 30 Years
Ann Kaplan
Partner
Investment Committee
Industry Experience | 42 Years
John R. Chrin, CFP®
Partner
Investment Committee
Industry Experience | 31 Years
Kristen Breault
Partner
Chief Compliance Officer
Industry Experience | 26 Years
Kristine Augenthaler
Managing Director
Family Office Services
Daniel Flath, CFA, CFP®
Managing Director
Investment Committee
Lauren Shenloogian, CPA
Director
Account Reconciliation
Performance Reporting
Maddie H Scheler
Chief of Staff
Project Management
Lindsay Cherashore
Vice President
Family Office Services
Portfolio Management
Susan Feeley
Vice President
Family Office Services
Theodore Cambilis
Associate
Investment Committee
Investment Research
Portfolio Management
Annika Ellenbogen
Financial Analyst
Investment Research
Portfolio Management
Paula Goldberg
NYC Office Manager
Notary
William Smith
Financial/Operations Analyst
Account Reconciliation
Performance Reporting
