Meet Our Team
DIVORCE PLANNING
Our professionals in the National Matrimonial/Divorce Advisory Practice provide the guidance, resources, and insights you and your clients can rely on for those who are impacted by divorce.
Head of National Matrimonial/Divorce Advisory Practice
Sharon L. Klein
President, Family Wealth
Eastern U.S. Region
Relationship Management
Timothy O’Hare
Senior Client Advisor
James Byrne
Senior Client Advisor
Noelle Zola
Senior Client Advisor
Kayleigh Farrell
Wealth Associate
Mara Wanat
Wealth Client Service Associate
Estate, Trust, Tax & Financial Planning
Marguerite Weese
National Director, Family Legacy Strategies
Allison Pierce
Wealth Planning Team Lead
Laura Russo, CFP®
Senior Wealth and Fiduciary Planning Analyst
Private Foundation & Charitable Planning
Walter Dillingham Jr., CFA
Director of Endowments and Foundations National Practice
Investment Advisory
Carly Nathanson, CFA
Senior Investment Advisor
William T. Bennett, CFA
Senior Investment Advisor
John Lawson
Regional Investment Advisory Lead
Lou Porta
Senior Investment Advisor
Christy L. Watkins, CFA
Regional Investment Advisory Lead
Albert J. McCrery IV, CFA
Senior Investment Advisor
Brian Barry
Senior Investment Advisor
Steven Sanders
Senior Wealth Investment Advisor
Private Banking
Jonathan Friedman
Lead Custom Credit Advisor
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