Our People


Family office services

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Joan B. Chavez

Client Service Officer 

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Haixia Hong

Financial Analyst 

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Professional headshot

THOMAS J. ROSS, JR.

President

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Samantha L. Ruggiero

Assistant Vice President, Client Service Officer 

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GREGORY D. SAWICKI

Senior Managing Director,  Wealth Advisor

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CYNTHIA FUSILLO

Managing Director, Wealth Advisor

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