West Palm Beach office head:

Jonathan K. Kadish, CFP^®, ChFC^®, Managing Director & Senior Relationship Manager 

Wealth management team:

Eric Propper, Vice Chairman

Brent Fykes, CFA, CFP^®, Managing Director & Head of Growth Strategy

Karolina Bednarska, CFP^®, Senior Vice President & Business Development Officer

Rogelio A. Duran, Senior Vice President & Relationship Manager 

Teresa Seidenberg, Vice President & Senior Client Service Manager

Danielle D. Wallace, Vice President & Senior Client Service Manager

Caleb Gudgeon, Client Service Manager

Audrey Schild, Associate Vice President & Client Service Manager

Tom Matia, Associate & Financial Planner

Palm Beach office head:

Gina Sabean, Managing Director & Senior Private Banking Advisor

Private banking:

Carl Labossiere, Managing Director & Head of Florida Private Banking

Jairo Navarro, Managing Director & Private Banking Advisor

Leslie Reyes, Managing Director & Private Banking Advisor

Vivian Bradford, Client Service Associate

These professionals also serve clients from this location:

Bruce D. Katz, CFP^®, Chief Growth Officer & Executive Director of Strategic Alliances 

Bradley Fincher, Managing Director & Senior Relationship Manager

Michael E. Mortell, CFP^®, Managing Director & Senior Relationship Manager

Halsey O. Schreier, Managing Director & Senior Wealth Strategist

J. Scot Tyson, Managing Director & Senior Relationship Manager

Kathleen A. Birmingham, Senior Vice President & Senior Relationship Manager