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The organizations listed below do not reflect a complete listing of our member or partner firms.
Our single family office member firms are omitted to honor their request for anonymity.


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Aspiriant
Cammie Doder
Los Angeles, CA *
415-371-7888

BNY Mellon Wealth Management
Glenn Prichett
Boston, MA *
617-722-7082

Charles Schwab
Liz Hilton
San Francisco, CA *
415-667-1232

DWS Investments
Joe Moran
Chicago, IL *
312-537-8651

Envestnet
Andrew Rose
Chicago, IL *
774-893-4036

First Republic Bank
Gary D. Farro
New York, NY
212-259-3653

GenSpring Family Offices
John Elmes
New York, NY *
866-506-1989

Glenmede Trust Company
Chip Wilson
Philadelphia, PA
215-419-6000

Handler Thayer, LLP
Tom Handler
Chicago, IL
312-641-2100

Invesco/Invesco PowerShares
Jonathan Wills
Wheaton, IL *
630-254-8795

Northern Trust
Charlie Mueller
Chicago, IL *
312-557-3475

Oxford Financial Group
Jeffrey Thomasson
Carmel, IN *
317-805-5005

Pinnacle Care
Bruce Spector
Baltimore, MD *
410-752-1712

Pitcairn
Rebecca A. Meyers
Jenkintown, PA *
800-211-1745

Risk Control Strategies
Jennifer Richardson
New York, NY *
321-252-8385

Rockefeller & Co.
Loraine Tsavaris
New York, NY *
212-649-5876

Silver Bridge Capital Management
Allison Taff
Boston, MA
617-526-5838

Vogel Consulting Group
Tom Meilinger
Brookfield, WI *
262-790-4896


* Indicates firms with multiple locations. Please visit the firm website to find a location nearest you.

 

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