A single family office dedicated to outstanding client service.
 

Tom Farace, Chief Executive Officer
Susan Hetterich, Chief Financial Officer
Ginny Clark, Executive Director, Foundation
Jennifer Garsin, Vice President, Finance
Karalyn Reitz, Finance Manager
Amanda Herman, Finance Manager
Adam Brunner, Senior Planner & Counsel
Meghan Schubmehl, Senior Planner & Counsel
Susan Ruef-Statt, Trust Manager
Ella Abdurashitova, Senior Accountant
Alissa Cogan, Senior Accountant
Danyang Zhao, Staff Accountant
Julia Orlando, AP Coordinator
Beth W. Morsch, HR Manager
Brenda T. Callahan, Operations Specialist
Helen Nguyen, Administrative Assistant