Our Team

  • Libby Witherspoon

    Executive Vice President, Head of Trust and Wealth Management

  • Esther M. Gonzalez, CPA

    Managing Director, Chief Fiduciary Officer

  • David Breitwieser

    Managing Director and Chief Investment Officer

  • Marta Goldberg, JD

    Managing Director and Fiduciary Wealth Advisor

  • Edith Kandler-Torres

    Senior Director, Fiduciary Wealth Advisor

  • Laura Marquet, CFP®

    Managing Director and Head of Portfolio Management

  • Kenneth Bierman

    Strategic Advisor

  • Lupe Martucci

    Senior Director, Senior Wealth Management Advisor

  • Matthew Dueñas

    Director, Portfolio Manager

  • Osagie Qualis CFP®

    Senior Director, Portfolio Manager