Click on a photo to read more Michelle Grillone, BBA Director of Operations Liam Molloy, CFA Investment Portfolio Manager Bethany Carlson, CFA Portfolio Analyst Esther Montane Senior Portfolio Administrator Grissel Carbonell Senior Portfolio Administrator Yvonne Tepper Portfolio Administrator Maria Lopez Executive Administrative Assistant Elvie Franqui Executive Administrative Assistant CFP®, and CERTIFIED FINANCIAL PLANNERTM 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.