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Get to know us. The team

With over 100 years of experience in wealth management, our team leads extensive support for financial advisors, aiding them in crafting bespoke investment solutions for their discerning clientele. Embracing open architecture, we explore limitless options for the finest portfolio ingredients, committed to delivering excellence.
Craig Cmiel
Co-Founder and Partner
35+ years of experience as an advisor, branch manager, field leader, and investment product development at firms that include Merrill Lynch and UBS.
Chris McHeffey
Co-Founder and Partner
30 years of experience working with advisors across the entire wealth management product spectrum at a number of firms including UBS and Blackrock.
Greg Vigrass
Partner and Advisory Board
35 years of experience with custodians and investment platforms, building and managing complex investment solutions for advisors.
Johnny Mulqueen
Head of Strategic Operations
15+ years of executive experience in operations, compliance, technology, and business development across top firms including Vanguard, State Street, MFS, and Merrill Lynch. Former COO and Founding Partner of Alden Investment Group.
Michael Henry O'Keefe
Managing Partner
35+ years of leadership experience in Wealth Management, investments, banking, and capital markets, driving international growth and client relationship success at leading financial institutions.

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