People

Work with real people who are also real experts.

Your LNW team is made up of caring, sociable folks who just happen to be very good at wealth management.

Meet them, and get a sense of the exceptional breadth and depth you tap into when you work with us.

Team Designation

36

(CFP®)
Certified Financial Planners™

15

(CFA®)
Chartered Financial Analysts®

8

(CPA)
Accountants

6

(JD)
Attorneys

4

(CPWA)
Certified Private Wealth Advisor®

5

(CTFA)
Certified Trust Fiduciary Advisors

3

(CAIA)
Chartered Alternative Investment Analysts

2

(CDFA®)
Certified Divorce Financial Analysts®

1

(ChSNC®)
Chartered Special Needs Consultant®

ronald
albahary
Chief Investment Officer
david
baker
Senior Director, Investment Strategy & Communications
nathan
barnard
Investment Analyst
justina
lai
Chief Impact Officer
scott
larson
Senior Investment Analyst
alyssa
luttrell
Investment Business Manager
aaron
mirandon
Director, Investments
dan
o'Donnell
Director, Private Equity
stan
poltavets
Investment Analyst
ethan
sacco
Investment Associate
becca
shepherd
Impact Management Analyst
simon
smundak
Senior Director, Manager Research
andrew n.
whitney
Investment Associate