Our Team

Your fiercest advocate




Meet Your Team

Jonathan Ferguson
CIO / Managing Director / Partner
Augustine Hong
CEO / Managing Director / Partner
Larry Waterhouse
Executive Director / Partner
C. Steven Park
Executive Director / Partner
Theresa Lee
Senior Director of Operations
David Beatson
Senior Wealth Advisor
Scott Walker
Senior Wealth Advisor
Ingrid John
Senior Tax Advisor
Bryan Keane
Senior Wealth Advisor
Terrence Emde
Director of Trading and Operations
John Redican
Senior Wealth Advisor
Todd Tamagnini
Director of Research
Lou Liberatore
Director of Research
Ray Lewis
Senior Wealth Advisor
Catherine Mulcahy
Wealth Advisor
Brittany Stover
Wealth Advisor
Nancy Bernier
Client Service Advisor
Nicole Pate
Operations Associate
Elizabeth Kavanagh
Client Service Advisor
Eileen Polese
Wealth Advisor
Patrick McCormick
Research Analyst

Contact us to find out how we can help reach your goals no matter where you are along life's journey.


CONTACT US