Meet our Financial Team

Albert Boris
Albert C. Boris III
Managing Director Senior Vice President, Investments
Andrew Kaplan
Andrew G. Kaplan
Managing Director Senior Vice President, Investments
Nathan Putrich
Nathan J. Putrich
Associate Vice President, Investments
Alex Boris
Alexander B. Boris
Financial Advisor
Eileen Grady
Eileen M. Grady
Senior Registered Sales Associate
Johanna DeRogatis
Johanna C. DeRogatis
Senior Registered Sales Associate
Gwen Kohlenberg
Gwen L. Kohlenberg
Registered Client Service Associate

A disciplined team guided by shared principles

Value 1 Commitment

We are stewards of your wealth and advocates for your future. You come first, always.

Value 2 Integrity

Uncompromising integrity. We do what’s right, especially when no one is watching.

Value 3 Experience

130+ years of collective experience tailoring investment strategies for every life stage and navigating markets through volatility.

Value 4 High Performance

Disciplined, competitive and relentless on your behalf.

Value 5 Trust

Earned daily through transparency, consistency and results.
The discipline of having to put your thoughts in order with somebody else is a very useful thing.
Charlie Munger
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