Women and Wealth: A Pivot Towards Retirement
Tips and strategies for women approaching retirement to ensure a smooth transition.
Learn More
Understanding Equity Compensation
Net Unrealized Appreciation and how it affects tax responsibilities.
Learn More
Audrey Lee-Gulotty
Financial Services Professional
Brian Pellegrini, CFA
Registered Representative | Investment Adviser Representative
Brie Dollar
Agency Operations and Marketing Assistant - Latham Office
Carla Johnson
Agency Operations Assistant - Latham Office
Deirdre Gibbons
Marketing Strategist & Campaign Manager
Eric Tobey
Talent Acquisition Associate - Manhattan Office
Kara Koenig
Managing Associate & Registered Representative, Equity Services, Inc.
(518) 522-4999 (voice only)
Kyle Ohlidal
Financial Services Professional, Broker Manager
Marley Buffis
Agency Operations Specialist - Latham Office
Max Weber
Agency Operations Specialist - White Plains Office
Mineva Chand-Singh
Financial Services Professional
