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

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

Hawthorn
Dick K. Barton
Pittsburgh, PA *
412-762-2279

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

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

Teresa Leigh Household Risk Management
Teresa Leigh
Raleigh, NC *
919-773-9272


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

 

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