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.

 

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Mike Benoit

Associate partner

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James Borovsky

Partner, Wealth Advisor

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Mark Brown

Partner, Compliance Director

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Mary Pat Burke

Partner, Research Analyst

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Molly Carl

Wealth Advisor

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Cheryl Evert

Fixed Income Trader

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Scott Frazin

Wealth Advisor

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Joseph Glossberg

Partner, Wealth Advisor

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Charles Gofen

Partner, Wealth Advisor

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Mark Goodman

Wealth Advisor

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Deborah Johnson

HR Director

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Julie Kessler

Associate Wealth Advisor

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Peter Kupferberg

Partner, Wealth Advisor

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John Myers

Wealth Advisor

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Luis Pereda

Associate Wealth Advisor

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John Ptak

Partner, Research Analyst

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Daniel Sobol

Partner, Wealth Advisor

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Michael Stelmacki

Partner, CIO

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Jonathan Vree

Partner, Wealth Advisor

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Alex Wang

Partner, Chief Information Officer

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