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Our Team

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Founding Partners
Advisors
Analyst / Research
Family Office
Client Services / Operations

William Beynon President & CEO
Joe Moglia Chairman
Kyle Cerminara Co-Chief Investment Officer
Lewis Johnson Co-Chief Investment Officer
Blaine Ferguson Partner & Chief Operating Officer
Phil Brody Partner & President | Carolinas
Matt Hickey Partner
Kevin Erndl Managing Director Family Office & Advisor Services
Deb Minnick Managing Director | Southeast
Sameh Hassan Managing Director | Investment Management
Susan Joy Bruno Managing Director | Personal Financial Planning, CPA/PFS, CFP®
Jim Green Senior Vice President | Private Wealth Management
Lee Larson Senior Vice President | Private Wealth Management
John Cupelo Senior Vice President | Private Wealth Management
Martyn Price Senior Vice President | Private Wealth Management
Joseph Tornincaso Senior Vice President | Private Wealth Management
Shad White Vice President | Private Wealth Management
Wesley Alim Vice President | Private Wealth Management, CFP®
Colleen Murphy Vice President | Private Wealth Management
Roxane Kronon Galati Vice President | Private Wealth Management, CFP®, CPA
Jeffrey Galati Vice President | Private Wealth Management, CLU®
Richard Knepfler Chief Financial Officer
Jeff Sutton Chief Compliance Officer
Zev Abraham Director of Research
Todd Sampson Director of Investment Advisory & Client Services
Vivien Preece Director of Insurance Services
Charles Rainbolt Director of Risk Management
Samantha Nalbach Director of Marketing
Karen Gill Director of Family Office
Susie Mulry Office Manager
Lisa Waite Operations | Client Services Manager
Carla Lamantia Analyst | Trader
Ashley Brenlla Analyst | Client Services Manager
Alex Bouton Analyst
William McClure Analyst
Brenda Lawrence Family Office Manager
Devon Preece Underwriting | Personal Financial Planning
Victoria Freemyer Client Services
Ann Lacoste Client Services
Joshua Pilling Information Technology and Facilities Manager
Elliott Singer Consultant

FLORIDA | Naples (HQ) / Miami

NORTH CAROLINA | Charlotte / Mooresville

NEBRASKA | Omaha

9130 Galleria Court, Third Floor | Naples, Florida 34109 | P (239) 434-7434
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