A team approach

When you work with us, you gain the collective expertise and experience of our entire firm. We work together to create comprehensive solutions that fit your unique needs.

A wealth of experience

At CI Gofen and Glossberg Private Wealth, our team has an uncommon depth of expertise and breadth of experience. We work together to help you build and secure your legacy. Simply click on "View Bio" to get to know our team.

 

Headshot

Mike Benoit

Associate partner

View Bio

 

Headshot

James Borovsky

Partner, Wealth Advisor

View Bio

 

Headshot

Mark Brown

Partner, Compliance Director

View Bio

 

Headshot

Mary Pat Burke

Partner, Research Analyst

View Bio

 

Headshot

Molly Carl

Wealth Advisor

View Bio

 

Headshot

Scott Frazin

Wealth Advisor

View Bio

 

Headshot

Joseph Glossberg

Partner, Wealth Advisor

View Bio

 

Headshot

Charles Gofen

Partner, Wealth Advisor

View Bio

 

Headshot

Mark Goodman

Wealth Advisor

View Bio

 

Headshot

Deborah Johnson

HR Director

View Bio

 

Headshot

Julie Kessler

Wealth Advisor

View Bio

 

Headshot

Peter Kupferberg

Partner, Wealth Advisor

View Bio

 

Headshot

John Myers

Wealth Advisor

View Bio

 

Headshot

Luis Pereda

Associate Wealth Advisor

View Bio

 

Headshot

John Ptak

Partner, Research Analyst

View Bio

 

Headshot

Daniel Sobol

Partner, Wealth Advisor

View Bio

 

Headshot

Michael Stelmacki

Partner, CIO

View Bio

 

Headshot

Jonathan Vree

Partner, Wealth Advisor

View Bio

 

Headshot

Alex Wang

Partner, Chief Information Officer

View Bio

 

LET'S TALK

Discover more about what makes us profoundly different.
CONTACT US