Our Advisors

Marc Singer, MBA, CFP®

Founding Partner & Advisor >

Jay Schechter, JD, CFP®

Partner & Senior Advisor >

Neil Sosler, MBA, CFP®

Partner & Senior Advisor >

Lonny Greenberg, MBA, CFP®

Senior Advisor >

Peter Brown, MBA

Senior Advisor >

Sam Sudame, CFA, CAIA, CFP®, MBA

Director of Research >

Alejandro Zayas

Associate Advisor >