Louise Lane

View biography for Louise Lane, partner, wealth advisor

Sharon Zackfia

Read biography for Sharon Zackfia, CFA, partner, and group head–consumer sector.

Laura Harrison Ward

View biography for Laura Harrison Ward, Managing Director, Wealth Advisor.

James O'Connor

View biography for James O'Connor, Managing Director, Venture Capital.

Carlette McMullan

View biography for Carlette McMullan, partner, wealth advisor.

Isidora K. Lagos

View biography for Isidora K. Lagos, director, family office solutions.

Coronavirus Federal Tax Relief

Coronavirus Federal Tax Relief Details

Coronavirus Federal Tax Relief Details

In response to the spread of the coronavirus, the federal government has approved a $2 trillion-plus stimulus plan, referred to as the CARES Act, and extended deadlines for tax filing and payments.

Private Shares Trading

Our private shares trading team delivers exceptional access, insights, and investment standard of care for potential buyers and sellers of private capital.