Our Team

Ashley Armenta

Director of Operations

Jay Brahin

Patrick Brobeck

Mary Kay Carleton

Scott E. Heinila, RICP®, CLTC®

Edward A. Horwitz

Gerald A. Horwitz

Jakob Horwitz

Intern

Silvia Pei Liu

Financial Advisor

Briana Pavone

Ridhdhi Shah

Portfolio Administrator

Nicoletta Vasilopoulos

Financial Officer | Human Resource Director

Kristopher Villanueva

Portfolio Administrator

Les Winston

CAP Chartered Advisor in Philanthropy

Robert W. Youman, CPA

Managing Director | Investment Advisor

Jody Zimniewicz