Keith Jacoby, CFP®, CIMA®, Managing Director - Investments, has over 27 years of experience and has been included in the 2014-2021 Barron's Top 1,200 Advisors. He has been recognized as one of the Forbes Best-in-State Wealth Advisors 2018-2021.
With over 32 years of industry experience, Donald Nealon, CFP® is a Senior PIM Portfolio Manager having met rigorous criteria based on his experience and expertise. He works with families, building and managing their personalized investment portfolios.
Michael McCain, Managing Director - Investments, has more than 42 years' experience as a Financial Advisor and been recognized as one of Barron's Top 1,000 Financial Advisors from 2009-2013, Barron's Top 1,200 Financial Advisors for 2014-2022 and as one of Forbes Best-in-State Wealth Advisors 2018-2021. Michael is known as a professional in family wealth management—coordinating planning and governance meetings for wealthy families.