Marc Singer, MBA, CFP® Founding Partner and Advisor		Faith Read Xenos, CFP Founding Partner, Chief Investment Officer Chief Operating Officer, and Advisor
Jay Schechter, JD, CFP Partner and Senior Advisor		F. Scott Wells, CFP Partner and Senior Advisor
Neil Sosler, MBA, CFP Partner and Senior Advisor		Peter Brown Senior Advisor
Sam Sudame, CFA, CAIA, CFP, MBA Director of Research		Lonny Greenberg, MBA

 

CFP®, and CERTIFIED FINANCIAL PLANNER™ are certification marks from the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.