Our People

Victor Levinson

Managing Member

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Nick Levinson

Member/CFP®

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Tom Levinson

Member

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Richard Backer

Investment Advisor
Representative/CPA

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Melissa Mauro

Investment Advisor
Representative/CPA
& CFP®

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George Gotthold

Investment Advisor
Representative/CPA
& CFP®

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Stuart Greenberg

Investment Advisor
Representative/CPA

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Dora Coehoorn

Director of Client Service/
CFP®

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Samantha Ngooi

Marketing & Technology
Manager

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Ana Zajczenko

Client Service Specialist

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Corenna Roozeboom

Operations Specialist

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Larry Mandell

Investment Advisor
Representative