- Firm Overview
- News & Publications
- Speaking Engagements
- Professionals
- David Berek, C.F.P., C.P.A., J.D., LL.M.
- Jarrett T. Bostwick, J.D., LL.M.
- Mary D. Cascino, M.A., J.D., P.C.
- Daniel C. Cole, C.P.A., J.D.
- Thomas J. Handler, J.D., P.C.
- Richard D. Hart, J.D., P.C.
- Eric E. Kalnins, J.D., LL.M.
- Paul F. Manzano, M.B.A., J.D.
- Michael T. Mazzone, C.P.A., J.D., LL.M.
- Glenn P. Schwartz, C.P.A.
- Andrew M. Stroth, J.D.
- Steven J. Thayer, M.B.A., J.D.
- Gabriel G. Tsui, C.P.A., J.D.
- Lisa C. Williams, C.F.P., M.B.A., J.D.
- Offices
- Careers
Presentation at the 2010 CFA Institute Wealth Management Conference on Emerging Trends in Family Offices
