Our Team Ashley Armenta Director of Operations Patrick Brobeck Mary Kay Carleton Edward A. Horwitz Gerald A. Horwitz Jakob Horwitz Silvia Pei Liu Financial Advisor Ridhdhi Shah Portfolio Administrator Nicoletta Funteas 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