Leadership Team

• 

Timothy Clark

Principal & Wealth Manager

Anna Lui2022-01-18T14:20:06+00:00Advisory Team, Leadership Team, New York Office, Office Locations, Principals|

• 

Charles P. Boinske, CFA®

Principal, Wealth Manager, & Chief Visionary Officer

Anna Lui2022-04-20T15:34:29+00:00Advisory Team, Leadership Team, Office Locations, Pennsylvania Office, Principals|

• 

George T. Padula, CFA®, CFP®

Chief Investment Officer, Principal & Wealth Manager

Anna Lui2022-04-20T14:33:01+00:00Advisory Team, Leadership Team, Massachusetts Office, Office Locations, Operations, Principals|

• 

Theresa Apruzzese Days, J.D.

Principal & Chief Compliance Officer

Anna Lui2022-01-01T04:42:26+00:00Human Resources, Compliance, Technology and Marketing, Leadership Team, Massachusetts Office, Office Locations, Principals|

• 

Karen R. Keatley, MBA, CFA®, CFP®

Principal & Chief Wealth Management Officer

Anna Lui2022-04-20T14:10:46+00:00Advisory Team, Leadership Team, North Carolina Office, Office Locations, Principals|

• 

Noemi Perez, SHRM-CP®

Director of Human Resources

Anna Lui2021-08-31T16:16:06+00:00Human Resources, Compliance, Technology and Marketing, Leadership Team, New Jersey Office, Office Locations|

• 

Jeanne Owens

Principal & Director of Operations

Anna Lui2022-01-01T04:41:46+00:00Leadership Team, New Jersey Office, Office Locations, Operations, Principals|

• 

Tom Orecchio, CFA®, CFP®, ChFC®, AIF®

Chief Executive Officer, Principal & Wealth Manager

Anna Lui2022-04-20T13:57:12+00:00Advisory Team, Leadership Team, New Jersey Office, Office Locations, Principals|

• 

Adam Leone, CFP®, ChFC®

Principal & Wealth Manager

Anna Lui2022-02-04T22:31:48+00:00Advisory Team, Leadership Team, New Jersey Office, Office Locations, Principals|

• 

Kelly A. Henning, CFP®, MSFS

Principal & Wealth Manager

Anna Lui2021-08-18T21:40:44+00:00Advisory Team, Leadership Team, New Jersey Office, Office Locations, Principals|