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Our Team

Nan Cohen

Nan Cohen

CEO

(216) 342-3381

(216) 342-3386

Aaron Kamat

Aaron Kamat

Wealth Advisor

(216) 342-3691

(216) 342-3386

Ryan Levine

Ryan Levine

Director of Financial Analysis

216-245-4740

Dan Abrams

Dan Abrams, JD, M.Ed.

Chief Operating Officer

(216) 342-3379

(216) 342-3386

Kath Lepole

Kath Lepole

Client Manager

(216) 342-3380

(216) 342-3386

Abigail Coleman

Abigail Coleman

Client Manager

216-342-3377

216-342-3386

Astro The Dog

Astro The Dog

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Gidget The Dog

Gidget The Dog

Therapy Dog