Keith Jacoby, CFP®, CIMA®, Managing Director - Investments, has over 23 years of experience and has been included in the 2014-2019 Barron's Top 1,200 Advisors. He was also named to the Financial Times Top 400 Advisors in 2014 and has been recognized as one of the Forbes Best-in-State Wealth Advisors 2018-2019.
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 39 years' experience as a Financial Advisor and been named one of the nation's top 400 advisors by Financial Times in 2014, 2016, and 2017. He has also been recognized as one of Barron's Top 1,000 Financial Advisors from 2009-2013, Barron's Top 1,200 Financial Advisors for 2014-2019 and as one of Forbes Best-in-State Wealth Advisors 2018-2019. Michael is known as a professional in family wealth management—coordinating planning and governance meetings for wealthy families.