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

Lou Liberatore

Director of Research

Ray Lewis

Senior Wealth Advisor

Catherine Mulcahy

Wealth Advisor

Brittany Stover

Wealth Advisor

Patrick McCormick

Research Analyst

Nicole Pate

Operations Associate

Elizabeth Kavanagh

Client Service Advisor

Miki Kim

Client Service Advisor

Eileen Polese

Wealth Advisor

Nancy Bernier

Client Service Advisor

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


CONTACT US
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ARLINGTON

1300 17th Street North
Suite 840
Arlington, VA 22209
(202) 391-0170

NEW YORK CITY

300 Madison Ave
29th Floor
New York, NY 10017
(212) 679-2100

SARASOTA

9040 Town Center Parkway
Lakewood Ranch, Florida 34202
(941) 445-8800

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