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Advisor Directory

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Skip Morton
Senior Vice President - Financial Advisor
Consulting Group
phone203-351-9326
Katherine Condy
First Vice President - Financial Advisor
phone203-351-9343
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Samuel Gilliland
Senior Vice President - Financial Advisor
Consulting Group
phone203-351-9331
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Doug Henderson
Vice President - Financial Advisor
phone203-351-9356
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Joseph Chu, CFP®, CIMA®
Managing Director - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone203-351-9315
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Dodd Koeckert
Managing Director - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone203-351-9320
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Stephen Pendergast
Senior Vice President - Financial Advisor
Consulting Group
phone203-351-9344
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Alan Cirulli
Senior Vice President - Financial Advisor
Consulting Group
phone203-351-9312
Adam Morton
Senior Vice President - Financial Advisor
Consulting Group
phone203-351-9351
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Chris Phillips, CFP®, CPFA®
First Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone203-351-9317
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Angelika Caulford, CPFA®
Vice President - Branch Director
Consulting Group
phone203-351-9333
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Frazier Caner, CFP®
Senior Vice President - Financial Advisor
Consulting Group
phone203-351-9322
Michael Occhiuto
Senior Vice President - Financial Advisor
Institutional Equity Sales
phone212-703-6122