New York Office

Find an advisor in the New York Office who can assist with your financial goals. Our experienced advisors pride themselves in understanding your needs, and ensuring you have a comprehensive knowledge of the strategies used to achieve your investing goals. We help can help secure your future through our innovative approach.

SPECIALIZATIONS:

OUR ADVISORS

Jed W. Limmer, CIMA®

Managing Partner and Founder
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Lynn Sperandeo

Managing Director, Investments
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David A. Sweeney

Senior Vice President, Investments
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Robert Tansey

Managing Director, Investments
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April Young

Senior Vice President, Market Manager
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EVENTS

Check back soon for our office events!