Meet The Partners


Meet Our Financial Advisors


Meet Our Staff

Listed Team members provide administrative support services only.

David Hartke headshot

David Hartke is registered with Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC (Equitable Financial...

Helen O’Rourke | Client Services Specialist

Assistant to Alex Donley, Clint Kersting, Matthew McManus, Matthew Gates &...

Robin Singleton | Client Services Representative

Assistant to Clint Kersting, Alexander Donley, Matthew McManus,