Broker Check

Our Research Team

Our partnership with LPL Financial provides us access to LPL Research, whose mission is to provide us independent and unbiased investment research to help our clients in the management of their assets. LPL Research serves three roles : (1) share relevant and timely market and economic insights; (2) provide rigorous due diligence and asset allocation advice; and (3) develop forward-thinking thought leadership perspectives and strategies. This team of investment research analysts works with us to provide market insight and investment solutions to help our clients meet their financial objectives.

LPL Financial has no proprietary products to sell, no investment banking relationships to cultivate or keep happy, and no other business conflicts that may impede the team from providing unbiased, conflict-free advice. Reliable investment decisions cannot be made if conflicts are present.

Burt White
Burt White
Chief Investment Officer
Managing Director, Research

Matthew Peterson
Matthew Peterson
Senior Vice President
Chief Wealth Strategist

John Canally
John Canally, CFA
Senior Vice President Chief Economic Strategist

Jason Nicastro
Jason Nicastro
Assistant Vice President
Market & Investment Strategist

Jeffrey Buchbinder
Jeffrey Buchbinder, CFA
Vice President
Market Strategist

Joseph P. Byrne
Joseph P. Byrne, CFA
Vice President
Alternative Investment Due Diligence

Joseph E. Rackley
Joseph E. Rackley
Vice President
Traditional Due Diligence

Ryan Detrick
Ryan Detrick, CMT
Vice President
Market Strategist

David Tonaszuck
David Tonaszuck, CMT
Assistant Vice President
Investment Strategy

Steven J. Snyder
Steven J. Snyder
Vice President,
Platforms & Channel Support

Kirby L. Horan-Adams
Kirby L. Horan-Adams, CFA
Senior Vice President
Director of Research