formerly Prospect.
Company Information
Website
Employee count
531
Industry
Financial Services
Headquarter
Stamford, Connecticut, United States
Isabel Barbosa, MBA
Social Media and Marketing Manager
George Shirley, CFP®
Partner - Financial Advisor
James Fowkes II
Managing Director, Wealth Manager, and Founding Partner
Gene Dooley
Managing Director, Partner & Wealth Manager
Scott Kreitz
Executive Director, Head of Operational Strategy
