Mindy Diamond
President and CEO
Consultant. Recruiter. Thought leader. Coach. Trainer. Champion for personal growth and a life of congruence.
Howard Diamond
Chief Operating Officer and General Counsel
A legal and business background combined with over a decade of experience in the wealth advisory space.
Louis Diamond
Executive Vice President, Senior Consultant
Someone who “looks at every angle from a strategic perspective.”
Barbara Herman
Senior Vice President
Known for her sound advice, unique perspectives and ability to identify creative solutions.
Deborah Aronson
Manager, Senior Consultant
Transparent communication skills and a personal commitment to understanding the needs and goals of advisors.
Wendy Leung
Senior Consultant
A unique combination of industry experience, education and knowledge of the wealth management space.
Cathy Nichols
Senior Consultant
Honest and authentic with extensive industry knowledge and a unique ability to listen and respond as a fiduciary.
Debbie Wallen
Senior Consultant
Experienced recruiter, counselor, relationship-builder and guide to the landscape with an advisor’s best interest at heart.
Shelley Muzio
Director of Office Operations
“If you want to know something about the industry or the organization, ask Shelley.”
Laura McGreevy
Marketing Project Manager
The happy voice and smile at the front of the house.
Caryl Felicetta
Director of Marketing
The “left and right brain marketer” behind the messaging and the medium.