Leadership Team
Our experienced leaders guide the company with expertise and vision
Joshua Bernstien
Chief Executive Officer
With over 15 years of experience in financial management, Joshua leads our company with vision and strategic expertise.
Strategic Planning
Investment Management
Corporate Finance
Robert Sandler
President
Robert brings decades of industry experience and oversees our daily operations with exceptional leadership skills.
Operations Management
Business Development
Client Relations
Josh Bernstien
Branch Officer
Josh manages our branch operations ensuring excellent service delivery and maintaining strong client relationships.
Branch Management
Customer Service
Team Leadership
Charles Hathaway
Executive VP
Charles drives our growth initiatives and strategic partnerships with his extensive network and business acumen.
Strategic Partnerships
Market Analysis
Growth Strategy
Rebecca Snyder
Chief Operating Officer
Rebecca ensures operational excellence and streamlines processes to deliver outstanding results for our clients.
Operations Excellence
Process Optimization
Quality Management