Meet Our Team

Joel H. Yudenfreund, JD, CPA, CAP®


Joel H. Yudenfreund works with high-net-worth families to create tailored investment portfolios. In addition, he counsels and assists families in formulating, implementing and improving their wealth plans utilizing his experience in...

Read more

Clark Appleby


Clark Appleby works with high-net-worth families, business owners, and entrepreneurs to create tailored investment portfolios. Clark has been in the wealth management business since 2009. He previously worked at Morgan Stanley,...

Read more

Barry Widelitz


Barry Widelitz is responsible for trade execution, new account opening and overall client service. Barry has more than 30 years of financial services industry experience.Barry's career began on Wall Street after graduating from The...

Read more