Team
“The right people for the best advice”
People are our most valuable asset. We have hand-picked our team of seasoned professionals, and do our utmost to sustain a dynamic and supportive environment where they can thrive.
Our people bring a wealth of experience to each and every relationship.
Andrea Costello
SVP, Head of Business Development / Head of Institutional Research Sales - Dudack Research Group
Tim Grant
Managing Member, Financial Advisor, New York Office Branch Manager
Ed K. March
Chief Operating Officer, Head Trader, Municipal Principal and Options Principal
W. Jameson McFadden
President, Managing Member, Senior Portfolio Manager
Leadership
Andrea Costello
SVP, Head of Business Development / Head of Institutional Research Sales - Dudack Research Group
Ed K. March
Chief Operating Officer, Head Trader, Municipal Principal and Options Principal
W. Jameson McFadden
President, Managing Member, Senior Portfolio Manager
Board of Directors
Tim Grant
Managing Member, Financial Advisor, New York Office Branch Manager
W. Jameson McFadden
President, Managing Member, Senior Portfolio Manager
