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Ashley Santiago, SHRM-CP
Assistant Vice President, HR
Robert Ziobro
Assistant Vice President, IT
Amanda Pugliese, CPA
Senior Tax Manager
Jonathan Ritter, CFP®, CPA
Financial Planning Associate
Christopher Popp, CPA, MST
Senior Tax Accountant
Eric Cedor
Senior Associate
Nicholas Wolfgang
Senior Associate
Simone Sanvito
Senior Associate
Brando Cruz
Portfolio & Trading Associate
Mo Spolan
Investment Research Analyst
Lorin Ross
Finance Associate
Chris Storck
Operations / Compliance Associate