Our People

Victor Levinson

Managing Member

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Nick Levinson

Member/CFP®

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Tom Levinson

Member

Email Tom

Richard Backer

Investment Advisor
Representative/CPA

Email Richard

Melissa Mauro

Investment Advisor
Representative/CPA
& CFP®

Email Melissa

George Gotthold

Investment Advisor
Representative/CPA
& CFP®

Email George

Stuart Greenberg

Investment Advisor
Representative/CPA

Email Stuart

Larry Mandell

Investment Advisor
Representative

Email Larry

Dora Coehoorn

Director of Client Service/CFP®

Email Dora

Samantha Ngooi

Client Service
Specialist/Marketing
Coordinator

Email Samantha

Ana Zajczenko

Client Service Specialist

Email Ana