Anthony J. Corio, CLU®
Financial Advisor
Patricia Picardi, CLU®, ChFC®, RICP®
Financial Advisor
Jeff Melchior, CPA*
Financial Specialist
Robert Filipone
Financial Representative
Kristen Schappell
Client Services Coordinator
Lisa Livezey
EA to Patricia Picardi
Alec Picardi
Registered Representative
Joy Doughty
Director of Client Services
Cédric S. Sage
CEO and Founder
Adam Boyer, ChFC®
Partner, Director of Advanced Planning
Alexandre Quantin, MBA, RICP®
Partner, Wealth Management Advisor
Adrien Eyraud
Partner, Vice President of Business Development
Betty Beraud
Financial Representative
Henri Lorente
Financial Representative
Morgane Wojtowicz
Financial Advisor
Michael Elie, MBA
Financial Professional
Christine Franchet
Client Relations Manager
Samy Akrouf
Advanced Case Specialist
Clara Bertrand
Client Relations Manager
Fiona Devaux
Advanced Case Specialist
Benoit Pierret
Financial Representative
Benjamin Guillaume
Marketing Specialist
Pauline Serain
Client Relations Specialist
Sebastien Ferjule
Financial Representative
Luca Sudan
Financial Representative
Olivier Sureau, CPA®
Director of Multi-Family Office & Business Services
Thomas Passante
Managing Director
Jeffrey Bryant
Financial Advisor
Christopher Held
Financial Representative
Michael Waterhouse
Financial Advisor
Miriam Bridgeman
Registered Representative
Nicholas Roselli
Financial Representative
Alpa Kaneria
Financial Representative
Gary Fish
Financial Representative
Mark Saunders
Fianncial Representative
Connor Neith
Financial Representative
Matthew Yarko
Office Administrator
Richard Willis
Financial Representative
David Moskovitz, CLU®, ChFC®
Wealth Management Advisor
Ken Kovalik
Financial Representative
Michael Strothers, CLU®, ChFC®, LUTCF
Financial Representative