9:00am - 5:00pm

Mon - Fri

Saturdays:

By Appointments

Meet our Board Members, Advisors and Representatives

Our Professional Consulting Team

John C. Pastore, Jr. CRPC®

Senior Vice President

Becca Zophin

Chief Marketing Officer

Stephen Kolano CFA

Chief Investment Officer

Andree Mohr

Chief Financial Officer

Raymond J. Lucas, Jr. CFP®, CRPC®

Financial Planning

Ann L. Swartz CLU, ChFC®, CASL, CLF®

Chief Compliance Officer

Peter Kaplan

Project/Construction

Albert Rempel JD, LLM

Portfolio Director (Titled Family Office Director)

Get in touch

Our team of specialists span the globe and are ready to assist with your enquiry. If you need further information on any of our Finance, Real Estate, Construction or Private Investment services, please contact us to find out more.