Professionals who see the big picture in fine detail

When it comes to your financial future, there’s nothing like knowing you have the support of a firm with powerful resources and international reach – except knowing you’re getting robust support with the insight and experience of a trusted team.

You’ll find both at the World Financial Center – New York, New York, branch of Alex. Brown – everything you need to plan for where you’re going and a team of professionals who know where you’re coming from. In short, you’ll find exceptional care.

Michael Iaquinta

Regional Executive

Kelly McMahon

Branch Administrative Manager

Brad La Conte

Client Advisor

Bruce Davis

Client Advisor

Chuck Rudnick

Client Advisor

David Bruhowzki

Client Advisor

Evelyn Rodriguez

Branch Operations Specialist

Gregory Nargizian

Registered Client Service Assoc

Kimberly Short, CFP^®®, CDFA™

Investment Portfolio Associate

Lena Shekhtman

Registered Client Service Assoc

Margaret McDonagh

Registered Client Service Assoc

Shannon Rouzier

Sr. Reg Client Service Assoc

Todd Rubsaman

Client Advisor

CFP^® | Certified Financial Planner™ |

Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.