West Hartford
Proudly Serving
West Hartford
75 Isham Rd
Suite 310
West Hartford, CT 06107
Your West Hartford Team
Gerald Goldberg
JD, CIMA®
Divisional President
Christopher Rafferty
CFP®
Senior Vice President & Executive Director of Advisory Services
Michael Lepore
CIMA®
Managing Director of Institutional Client Services
Brett Esterson
CFA®
Wealth Advisor
Jacob Cohen
Investment Strategist
Gregory Lucente
Research Analyst