Our team supports
your wealth's purpose
Purpose Driven Team

Tripp Friedler
Managing Partner

Michael Kirschman
Senior Partner

Eric Deroche
Partner

Daniela Prodanova
Portfolio Manager

Julie Koegler
Director of Back Office Operations

Deborah Bradbury
Assistant to Partners

Dana Gibson
Client Relationship Manager

Denise Guttenberg
Director of Operations Emeritus

Amanda Kiefer
Client Services

William Maloney
Technology and Special Projects

Jennifer McKibben
Client Services

Cliff Mintz
Alternatives Analyst

Jamin Rothschild
Client Services

Donna Smith
Director of Administration

Kim Stuckey
Account Payables

Phyllis Tyler
Compliance and Fund Administration

Laurel Yarborough
Back Office Support

Max Zwain
Advisor

Billy Donatuti
Client Services