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Meet our team

Adam  Spector

Adam Spector

Chief Executive Officer

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Gene  Todd

Gene Todd

President and Head of Regional Markets

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Leslie Gillin Bohner

Leslie Gillin Bohner

Chief Fiduciary Officer and General Trust Counsel

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Robert  MacDonnell

Robert MacDonnell

Director of Business Strategy

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Craig  Richards, CPA, CFP®

Craig Richards, CPA, CFP®

Chief Operating Officer and Chief Administrative Officer

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Ronald  Sanchez, CFA®

Ronald Sanchez, CFA®

Chief Investment Officer & Head of Investments

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Rod  Sayegh

Rod Sayegh

Chief Digital Officer

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Amy  Spector

Amy Spector

Chief Accounting Officer, HNW

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Talk to us today

Let us review your current situation and show you how we can partner to help you reach your financial goals.