Our Investment Advisory Team is proud to announce the addition of three new members who will become part of our integrated and personalized approach to how we serve our clients. As a team, we build customized portfolios tailored to each client’s unique situation. We also provide ongoing independent supervision, monitoring, investment screening, detailed performance reporting and tax-sensitive rebalancing recommendations.

Please join me in welcoming Nathan (Nate) Goldman, CFA^®, Portfolio Strategist, Nathan (Nate) Fullmer, Associate, and Samantha (Sam) Lavrich, Client Service Associate.

Sincerely,

Douglas Morisoli, CPA, CFA^®, CFP^® 
Partner

Nate has nearly a decade of experience working in the investment industry. He began his career with Eaton Vance in SMA Operations and then as part of their Market Intelligence team. Nate will be conducting investment manager due diligence, helping clients determine appropriate asset allocation and portfolio construction, and providing clients with feedback on their investment performance. Nate is a CFA^® charterholder and is a member of the CFA Institute, as well as the CFA Society of Philadelphia. He holds a Bachelor of Arts in Economics with a minor in Mathematics from Connecticut College.

Nate joins our investment team after successfully completing an internship at Fairman Group Family Office, where he built a strong foundation of knowledge and excellent relationships with our team. He is a graduate of Drexel University, LeBow College of Business, with a major in Finance.

Sam was previously a Registered Client Associate with Merrill Lynch and a graduate of Wagner College in Staten Island, NY. She will assist with meeting preparation and follow up, client-facing technology, account maintenance, and other client-related support.