Professionals who see the big picture in fine detail

When it comes to your financial future, there’s nothing like knowing you have the support of a firm with powerful resources and international reach – except knowing you’re getting robust support with the insight and experience of a trusted team.

You’ll find both at the World Financial Center – New York, New York, branch of Alex. Brown – everything you need to plan for where you’re going and a team of professionals who know where you’re coming from. In short, you’ll find exceptional care.


Michael Iaquinta
Regional Executive
Kelly McMahon
Branch Administrative Manager
Brad La Conte
Client Advisor
Bruce Davis
Client Advisor
Chuck Rudnick
Client Advisor
Daniel Bauers
Client Advisor
Daniel Pan
Client Advisor
David Bruhowzki
Client Advisor
Drew Hearon
Client Advisor
Kimberly Short, CFP®, CDFA™
Client Advisor
Ted McDonagh
Client Advisor
Todd Rubsamen
Client Advisor

CFP® | Certified Financial Planner™ |

Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.