top of page


Andrew G. Sycoff

Founder and CEO

Mark H. Maurer

Chief Compliance Officer

Guy G. Clemente

Director of Institutional Sales

Richard Watter

V.P. of Fixed Income

James R. Mitchell

Chief Administrative Officer

Mariano Henin, CFP®

Director of Financial Planning

James Fraschilla

Director of Syndicate

Jordan Cooper

V.P.of Institutional Services

Jannelle Cannizzaro-Fong

Financial and Operations Principal

bottom of page