About Us

Executive Chairman Sherman Zuckerman
Sherwin A. Zuckerman
Chairman
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
Dana Cahan
Dana R. Cahan, CPWA
Wealth Advisor
Bill J Tuebo
Bill J. Tuebo, CFA
Portfolio Manager
Chris Louis-Jacques
Chris J. Louis-Jacques
Director of Technology
Leslie Mallory
Leslie A. Mallory
Chief Human Resources Officer
Ray L. Herber, CPA
Director of Accounting & Finance
William Enoch
William H. Enoch
Senior Client Service Advisor
David Frank
David L. Frank, CFA
Senior Investment Analyst
Devin Bokert
Devin A. Bokert
Sales & Marketing Manager
Cory J. Berceau, CFA
Research Associate
Lindsey E Waldie
Lindsey E. Waldie
Associate Wealth Advisor
Daniel Howard
Daniel P. Howard
Wealth Management Associate
Zachary Swartz
Zachary J. Swartz
Wealth Management Associate
Tanner K. Black, CFA
Wealth Management Associate
Jackson Roh
Jackson H. Roh
Wealth Management Associate
Emily T. Chikahisa
Finance Associate
Thomas Durkin
Thomas J. Durkin
Wealth Management Associate
Sarah K. Scarpitti
Business Development & Marketing Coordinator