Principals

Our large, diverse group of principals reflects the breadth and depth of our brain trust. Our broad distribution of ownership is intentional — it helps create long-range stability and continuity for you and future generations.

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Adam Leone

Principal & Wealth Manager
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Anna Lui

Principal & Senior Marketing Manager
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Bill Houck

Principal & Wealth Manager
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Brian K. Schiess

Principal & Senior Financial Advisor
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Charles P. Boinske

Principal, Wealth Manager, & Chief Visionary Officer

Dan Crimmins

Principal & Wealth Manager
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Dina Megretskaia

Principal & Wealth Manager
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Dr. Barry H. Kaplan

Principal & Wealth Manager

Erica J. Yount

Principal & Wealth Manager
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George T. Padula

Chief Investment Officer, Principal & Wealth Manager

Gordon J. Bernhardt

Principal & Wealth Manager
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Jeanne Owens

Principal & Director of Operations
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Jennifer Faherty

Principal & Chief Client Experience Officer

Jennifer M. Murray

Principal & Wealth Manager

Jenny I. Martella

Principal & Wealth Manager
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John J. Ceparano

Principal & Wealth Manager

Karen R. Keatley

Principal & Chief Wealth Management Officer
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Karl H. Graf

Principal & Wealth Manager
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Kelly A. Henning

Principal & Wealth Manager
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Kevin P. Sweeney

Chief Legal Officer, Principal & Wealth Manager
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Laurie Kane Burkhardt

Principal & Wealth Manager
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Mark A. Rioboli

Principal & Wealth Manager

Mark Willoughby

Principal & Wealth Manager
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Michael D. Gibney

Principal & Wealth Manager
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Mindy Neira

Principal & Wealth Manager
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Patrick D. Runyen

Principal & Wealth Manager
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Peter Somich

Principal & Director of Finance
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Robert D. Siefert

Principal & Wealth Manager
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Robert Dowling

Principal & Wealth Manager

Ryan L. Pope

Principal & Wealth Manager

Solon Vlasto

Principal & Wealth Manager
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Stephen Haney

Principal & Wealth Manager
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Theresa Apruzzese Days

Principal & Chief Compliance Officer

Thomas Ausfahl

Principal & Wealth Manager

Tim Koehl

Principal & Wealth Manager

Timothy Clark

Principal & Wealth Manager
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Tom Orecchio

Chief Executive Officer, Principal & Wealth Manager

Other roles