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West Palm Beach

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525 Okeechobee Blvd.
Suite 1630
West Palm Beach, FL 33401

PHONE NUMBER: 561.461.5150

FAX NUMBER: 844.238.1950

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Team West Palm Beach Employees List


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



Local team:

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

Gina Sabean, Managing Director & Private Banking Market Manager

Karolina Bednarska, CFP®, Vice President

Rogelio A. Duran, Vice President & Relationship Manager 

Teresa Seidenberg, Associate Vice President

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

Diane P. McNeal, National Practice Leader for Private Banking


These professionals also serve clients from this location:

Bradley Fincher, Managing Director

Bruce D. Katz, CFP®, Managing Director & Director of Strategic Alliances 

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

J. Scot Tyson, Managing Director & Senior Relationship Manager

Kathleen A. Birmingham, Senior Vice President & Relationship Manager  

Halsey O. Schreier, Senior Vice President & Senior Wealth Strategist