About Us

Daniel R Zuckerman
Daniel R. Zuckerman, CFA
Partner & CEO
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
HR Consultant
William Enoch
William H. Enoch
Senior Wealth Advisor
Devin A. Bokert
Sales & Marketing Manager
Cory J. Berceau, CFA
Research Associate
Lindsey E. Johns, CFP®
Wealth Advisor
Daniel Howard
Daniel P. Howard, CFP®
Senior Wealth Management Associate
Tanner K. Black, CFA
Wealth Management Associate
Emily T. Chikahisa, CPA
Senior Finance Associate
Sarah K. Scarpitti
Business Development & Marketing Coordinator
Jillian N. Zeltser
Wealth Management Associate