Our team of financial professionals is dedicated to your vision, your goals. And to taking the time to truly understand them. Above all else, we value trust and partnership.
Meet the Team

Kadija Bah

Client Service Associate

Betsy Duff

Managing Partner and Chief Operating Officer

Elizabeth Hefferon, JD, LLM

Family Wealth Advisor

Kevin G. Hennessy, JD, LLM

Managing Director and Chief Compliance Officer

Thomas S. Kim, CFA

Managing Partner and Chief Investment Officer

Benjamin W. Klein

Analyst, Investments/Family Wealth

Jenna Meza

Family Wealth Advisor

Scott B. Wilson, CFA

Portfolio Manager

We look forward
to hearing from you.

Your story is unlike anyone else's.
Your wealth plan should be too.