
Calvin Lem
Senior Vice President – Wealth Management
Senior Wealth Advisor
Somers, NY

Robert Fallone, AIF®
First Vice President – Wealth Management
Wealth Advisor
Accredited Investment Fiduciary®
Mount Kisco, NY

Raymond E. Williamson, Jr., AIF®
First Vice President – Wealth Management
Wealth Advisor
Accredited Investment Fiduciary®
Larchmont, NY

Frank Romano
Vice President – Wealth Management
Senior Wealth Advisor
Armonk, NY

Michael Gomez
Vice President - Wealth Management
Senior Wealth Advisor
Thornwood, NY

Christopher Doherty
Assistant Vice President - Wealth Management
Senior Wealth Advisor
Hastings on Hudson, NY

Amy Coupe
Client Service Associate
Mount Kisco, NY

Matthew Hecht
Registered Client Service Associate
Client Service Associate
Thornwood, NY