New York, NY Headquarters
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2 Park Avenue, Suite 300
View on Google Maps
New York, New York 10016
New York, NY Headquarters
Elevating Forward Thinkers to Reach Their Potential
People who come to us have a desire to do more and have a vision of their own. We are looking for smart, creative, driven individuals ready to dominate the next stage of their business.
Our Approach is Simple:
Find Great Leaders, and Help Them Fulfill Their Vision
Making a Difference for Top Financial Professionals from Across the Industry
News and Events
Get to know us
Michael Kane
Managing Principal
Jonathan Self
Firm Managing Director
Simon Weinstock
Firm Director, Business Development
Ben Silberstein
Firm Director, Business Development
Chris Andrews
Firm Director, Business Development
Zach Bloemen
Firm Director, Business Development
Linda Vescio
Practice Development Director
James Cooney
Financial Professional
Scott Francis
Firm Managing Director
Chris Lynch
Field Operations Director
Antionesha "AJ" Weatherly
Sr. Life New Business Coordinator
New York, Massachusetts, Connecticut, and Colorado
Firm Services
Firm Specialty
Culture
At the core of our team's identity and culture is a relentless dedication to going above and beyond. We understand that excellence is not a one-time effort but a continuous pursuit, and our commitment to delivering the best is unwavering.
Every interaction, every touchpoint, and every engagement is an opportunity to showcase our dedication to white glove service. It's not just about meeting expectations; it's about exceeding them, time and time again.
Why Partner With Us
- Shared Vision
- Recruiting Support
- Your Private Label
- Advanced Sales
- Personalized Coaching
- Dedicated Problem-Solving Liaison
