Impactful Advice and Extensive Oversight for Nonprofits

Proven guidance to perpetuate your mission and your legacy​

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Support to Propel Your Mission Forward

Paul Sommerstad

Partner

Retirement Plans

Outsourcing Your RFP Can Save You Time & Money

RFPs are critical to confirming the reasonableness of fees paid to retirement plan service providers. Read to learn more about how outsourcing this critical fiduciary duty can help you save time and money.

Robert C. Smith

Partner & Market Leader

Financial Planning

3 Things to Ask Yourself Before Joining a Board

Partner Bob Smith discusses the importance of civic engagement and offers a series of questions people should ask before seeking board membership.

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Working with your board, we design and implement a comprehensive investment strategy that aligns with your mission, long-term goals, and cash flow requirements to generate the income needed to fund your initiatives, operations, and disbursements.

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Think of us as an extension of your administrative team, working behind the scenes to organize and execute the financial tasks necessary to keep your vision thriving for generations to come.

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We believe in people, encourage diverse perspectives, and foster a culture of excellence.

Kurt Miscinski

Partner, President & CEO

Brett Dearing

Partner

Lynda Castellano

Partner

Daniel Park

Partner

Carol Benz

Partner & Chief People Officer

Michelle Soto

Partner

Mimi Drake

Partner & Market Leader

Madeleine Thomas

Senior Associate

James Lebenthal

Partner & Chief Equity Strategist

Gerard Burke

Senior Associate

Javier Solis

Partner

Elizabeth Dawson

Principal

Masha Hodi

Partner & Chief Experience Officer

Brian Tu

Principal

Meg Rowley

Partner & Market Leader

Doug Garrison

Partner

Matthew Canner

Partner

Erica Bunnell

Principal

Justin DuMouchelle

Market Leader

Partner

Peter Martin

Partner

Jillian Laughlin

Senior Associate

Rita Lee

Partner

Richard Long

Partner

Lauren Desforge

Partner

Aaron Waxman

Partner

Peter Yoon

Principal

Caroline Houchins

Senior Associate

Jennifer Ellison

Partner

Eric Chang

Principal

Erica Cameron

Partner

Steve Williams

Partner & Chief Client Officer

Ray McCarthy

Principal

Karim Ahamed

Partner

Nicole Joko

Principal

Andrew Blumenthal

Partner

Kate Kittinger

Principal

Natalia Tchetchoulina

Partner

Eric Minnick

Principal

Vonny Carrington

Partner

Myles VanderWeele

Partner

Sean Moore

Partner

Kathryn Kennedy

Partner

Kurt Miscinski

Partner, President & CEO

Brett Dearing

Partner

Lynda Castellano

Partner

Daniel Park

Partner

Carol Benz

Partner & Chief People Officer

Michelle Soto

Partner

Mimi Drake

Partner & Market Leader

Madeleine Thomas

Senior Associate

James Lebenthal

Partner & Chief Equity Strategist

Gerard Burke

Senior Associate

Javier Solis

Partner

Elizabeth Dawson

Principal

Masha Hodi

Partner & Chief Experience Officer

Brian Tu

Principal

Meg Rowley

Partner & Market Leader

Doug Garrison

Partner

Matthew Canner

Partner

Erica Bunnell

Principal

Justin DuMouchelle

Market Leader

Partner

Peter Martin

Partner

Jillian Laughlin

Senior Associate

Rita Lee

Partner

Richard Long

Partner

Lauren Desforge

Partner

Aaron Waxman

Partner

Peter Yoon

Principal

Caroline Houchins

Senior Associate

Jennifer Ellison

Partner

Eric Chang

Principal

Erica Cameron

Partner

Steve Williams

Partner & Chief Client Officer

Ray McCarthy

Principal

Karim Ahamed

Partner

Nicole Joko

Principal

Andrew Blumenthal

Partner

Kate Kittinger

Principal

Natalia Tchetchoulina

Partner

Eric Minnick

Principal

Vonny Carrington

Partner

Myles VanderWeele

Partner

Sean Moore

Partner

Kathryn Kennedy

Partner
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Delivering World Class Expertise with a Personal Touch

Perpetuating your noble work requires careful management of your financial resources. Let us help you grow and protect these resources by effectively managing, reporting, and administering your financial assets.

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    Working with your board, we design and implement a comprehensive investment strategy that aligns with your mission, long-term goals, and cash flow requirements to generate the income needed to fund your initiatives, operations, and disbursements.

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    Financial Administration >

    Think of us as an extension of your administrative team, working behind the scenes to organize and execute the financial tasks necessary to keep your vision thriving for generations to come.

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Our Concierge Program offers a simple, personalized approach to finding your ideal financial advisor.

Schedule your complimentary 30-minute discovery call so we can understand your unique financial and life goals and match you with the advisor most well suited to help.

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Dustin Ribergaard

Lead Concierge

Call us to Schedule: (212) 202-1810

Our Concierge Program offers a simple, personalized approach to finding your ideal financial advisor.

Schedule your complimentary 30-minute discovery call so we can understand your unique financial and life goals and match you with the advisor most well suited to help.

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Dustin Ribergaard

Lead Concierge

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This 30-minute call with me is designed to better understand your unique financial and life goals and match you with the advisor most well suited to help.

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Dustin Ribergaard

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We look forward to connecting with you soon.

Here are some valuable insights to read before your meeting

Paul Chmielewski

Partner

Estate Planning

2024 Gift, Estate, and GST Tax Changes

Partner Paul Chmielewski highlights the gift, estate and GST tax changes for 2024.

Stephen Klingler

Principal

Investing

5 Things to Do in a Down Market

Volatile markets can shake the confidence of even the most committed long-term investors.  Starting with a comprehensive financial plan, understanding just how much risk you…

Paul Chmielewski

Partner

Charitable Giving

A Guide to Charitable Gifting Options

Discover the power of purposeful giving with our guide on current charitable gifting options. Explore Private Foundations, Charitable Remainder Trusts, and Donor Advised Funds to…

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