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		Neil Sosler, MBA, CFP Partner and Senior Advisor
Peter Brown Senior Advisor		Lonny Greenberg, MBA Advisor
Sam Sudame, CFA, CAIA, CFP, MBA Director of Research		Marc Freitag Advisor

 

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.