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Matthew Orecchio

Finance Associate
Westwood, NJ

Tom Kolefas

MBA, CFA®, CFP®
Senior Investment Advisor
Westwood, NJ
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Tina McCullough

FPQP®
Assistant Director of Portfolio Management, Principal
Wayne, PA

Leslie Young

ChFC®, AEP®
Director of Compliance, Principal
Wayne, PA
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Rakhee Gor

Director of Operations, Principal
Atlanta, GA
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Peter Somich

CFA®, CFP®, MSF
Director of FP&A, Principal
Boston, MA
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Tom Kennedy

CFA®, MBA, CAIA®
Senior Research Analyst
Boston, MA
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Kathleen M. Scala

Integrations Manager
Westwood, NJ

Jeanne Owens

Director of Integrations, Principal
Westwood, NJ
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Tana L. Flores

FPQP®
Operations Manager, Principal
Atlanta, GA
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