Principals

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Timothy Clark

Principal & Wealth Manager

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

• 

Thomas Ausfahl, CFP®

Principal & Wealth Manager

Anna Lui2022-01-01T04:51:57+00:00Advisory Team, New York Office, Office Locations, Principals|

• 

Mark A. Rioboli, CFP®, CFS

Principal & Wealth Manager

Anna Lui2021-12-07T20:56:47+00:00Advisory Team, Office Locations, Pennsylvania Office, Principals|

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Patrick D. Runyen, CPA/PFS, CFP®

Principal & Wealth Manager

Anna Lui2022-02-16T18:05:21+00:00Advisory Team, Office Locations, Pennsylvania Office, 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|

• 

Peter Somich, CFA®, CFP®, MSF

Principal & Director of Finance

Anna Lui2022-07-01T18:57:45+00:00Advisory Team, Leadership Team, Massachusetts Office, Office Locations, Operations, Principals|

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Robert D. Siefert, CFP®

Principal & Wealth Manager

Anna Lui2022-01-01T06:12:57+00:00Advisory Team, Massachusetts Office, Office Locations, 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|

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Dina Megretskaia, CFP®, EA

Principal & Wealth Manager

Anna Lui2022-04-20T14:54:14+00:00Advisory Team, Massachusetts Office, Office Locations, 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|