Team Tags: Client Services and Wealth Management

Ksenia Chevtchenko, CIM®

Account Manager, Branch Manager

Drew Sutherland, CIM®

Vice President, Account Manager

Seth Rosenberg

Partner, Business Development

Kathy Boubaris

Associate, Client Service

Tania Lopez

Associate, Client Service, and Branch Manager

Dominic M. Costantini, MBA

Partner, Portfolio Manager, Private Wealth

Alfonso Taveras

Associate, Client Service

T. John Quinn, MBA, CIM®

Partner, Senior Account Manager

Candace Liu

Client Service Associate, Branch Manager

Philippe Ryan-Giroux, CFP, F. Pl., RIS

Director of Financial Planning