Yvonne Tepper is a Portfolio Administrator in the firm’s Operations Department.  She addresses a wide variety of client requests and client communications.  Yvonne assists Advisors with client reporting and account maintenance, and handles the day-to-day issues such as fund disbursements and deposits, account transfers, and production logs. 

With over nine years of experience in the financial industry, Yvonne is well prepared and ready to handle any client issue.