Our People


Family office services

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5

Joan B. Chavez

Assistant Vice President, Client Service Officer 

4

brian kim

Managing Director, Client Advisor

1
Professional headshot

THOMAS J. ROSS, JR.

President

6

Samantha L. Ruggiero

Assistant Vice President, Client Service Officer 

2

GREGORY D. SAWICKI

Senior Managing Director,  Wealth Advisor

3

CYNTHIA FUSILLO

Managing Director, Wealth Advisor





































































































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