The Team


Robert J. Katch, President and Chief Investment Officer

Alan S. Hopkins, Chief Economic Strategist

Scott V. WhitneySenior Investment Advisor

Laura Navarro, CFP®, CDFA®, Senior Financial Planner

David Bryant, CFP®, Senior Financial Planner

Steve Scott, Senior Financial Advisor

Mark Weiderman, Portfolio Manager

Jennifer M. Caruso, CDFA®, Financial Advisor

Seth CataneseFinancial Advisor

Andrew J. ChenAssociate Advisor


Client Services

Julie Cichon, Director of Client Services

Larry Huffman, IT Manager

Kevin Eady, Controller

John Bossler, General Manager

Ricardo S. De La Cruz, II, Client Services Specialist

Gabrielle Tyberg, Office Manager


Client Relations

Cindy Randolph, Client Relations Manager

Mark Olson, Client Relations Director

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