Our Team
Partners
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Cynthia E. Vance, J.D., CFP®, ChFC®, AIF®
Chief Executive Officer
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Christopher M. Marks, J.D., MBA
Chief Compliance Officer
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John Langer, MBA
Founding Partner, Retired
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Phillip K. Vance
Founding Partner
Management
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Mark LaRussa, PMP, CBCP, AIF®
COO
Operations
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Diane Barnes
Head Trader
Investment Team
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JonCarlo Callea, CFA
Investment Analyst
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Emily Bettendorf
Investment Analyst
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Brandon Licursi
Investment Research Intern
Client Service Team
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Michele Hall
Client Service Manager
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Megan Ventola
Client Service Coordinator