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Meet the Group

Mark Snyder

Managing Partner

Boyan Doytchinov

Director of Financial Planning

Chris Ippolito

Director of Portfolio Management

Shakila Cham

Investment and Planning Associate

Mackenzie Klouda

Operations Manager

Marcella Giachetta

Client Relations Associate

Kaley Lindsay

Operations Assistant

Gloria Snyder

Vice President

Chad Snyder

Compliance Officer

Eric Taitz

Vice President of Investments

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