About Us

Daniel R Zuckerman

Daniel R. Zuckerman, CFA

Michael P Fisherman

Michael P. Fisherman

Partner & Portfolio Manager

Keith Schicker

Keith R. Schicker, CFA

Partner & Portfolio Manager

Bill J Tuebo

Bill J. Tuebo, CFA

Portfolio Manager

Chris Louis-Jacques

Chris J. Louis-Jacques

Director of Technology

Kristan M. Johnson

William Enoch

William H. Enoch

Senior Wealth Advisor

Devin A. Bokert

Sales & Marketing Manager

Cory J. Berceau, CFA

Research Associate

Lindsey E. Johns, CFP®

Daniel Howard

Daniel P. Howard, CFP®

Senior Wealth Management Associate

Tanner K. Black, CFA

Wealth Management Associate

Emily T. Chikahisa, CPA

Senior Finance Associate

Jillian N. Zeltser

Wealth Management Associate

Business Development and Marketing Coordinator

Dakota R. Bakal