Your team – brings knowledge, experience, integrity

With decades of investment industry expertise, we can develop an appropriate investment strategy to suit your goals.


Brian R. Worth, PhD, DIC, CIM

Senior Vice President, Portfolio Manager, Private Client Group

Brian and Gerald are ultimately responsible for investment plans and managing the portfolios.

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Gerald Allaye-Chan, BA, CIM, CIWM®

Senior Vice President, Portfolio Manager, Private Client Group

Gerald and Brian are ultimately responsible for investment plans and managing the portfolios.

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Jason Castelli, CFA

Vice President, Head of Investment Strategy


Jason is responsible for providing market insights and investment recommendations.

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Harvey Libby

Vice President, Fixed Income & Currencies


Harvey advises and makes recommendations on fixed income and foreign exchange.

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CFP®, Certified Financial Planner and are certification marks owned by Certified Financial Planner Board of Standards Inc. (CFP Board), in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.