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Our Professionals

Principals and Leadership
Grant Rawdin | Lydia P. Sheckels | Harold P. Weinstein | David B. Lafferty
Scott A. Michalek | Catherine M. Seeber | Joyce Indingaro Kory

Advisors
Grant Rawdin | Lydia P. Sheckels | David B. Lafferty | Scott A. Michalek
Catherine M. Seeber | Richard A. Gotterer | Henry J. Ramirez
Stephanie M. Curtis | John O. Nauss, III | Christopher A. Cortese
Timothy T. Yan

Investment Research Group
Lydia P. Sheckels | Grant Rawdin | Margaret A. Flynn | Amanda R. Stasik

Client Development and Marketing
Grant Rawdin | Catherine M. Seeber | Joyce Indingaro Kory
Scott A. Poulin | Tracy T. Abriola

Business Operations and Administration
Harold P. Weinstein | Margaret Abrams Costantino | Richard Fuiman
Helen C. Andrick | Christopher A. Spay | Cynthia J. Bucher | Matthew J. Sgro
Alicia M. Hughes | Adina W. Lewis

Other Resources
Duane Morris LLP | RG2 Claims Administration LLC | Wescott Analytics LLC

 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S. which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

 

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