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EXECUTIVE MANAGEMENT TEAM

Where Knowledge Informs Direction

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Dean Kantor

MBA | CFP®
CHIEF EXECUTIVE OFFICER

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Jordan Fishfeld

JD | MBA
PRESIDENT | GENERAL COUNSEL

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Justin Latorre

BS FINANCE
CHIEF INVESTMENT OFFICER

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Esti Albo

MBA | CFP®
CHIEF OPERATING OFFICER

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Brady Stern

MSM | BA
MANAGING DIRECTOR

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