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Jennifer Robichaud
Client Concierge
Shane Coen
Associate Advisor
Kassi Abbott
Client Concierge
Camilla Pinter
Client Concierge
Marshall Dodge
AIF®, Investment Specialist
Michael Shtifter
WMCP®, Financial Advisor
Yan J. Katz
Managing Partner | Financial Advisor
Mark Markell
Director of Group & Employee Benefits
Gracio Garcia
AIF®, Director of Investments
Brian P. McGrath
Managing Partner | Financial Advisor
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