Our team supports
your wealth's purpose
Purpose Driven Team
Tripp Friedler
Managing Partner
Michael Kirschman
Senior Partner
Eric Deroche
Partner
Daniela Prodanova
Portfolio Manager
Julie Koegler
Director of Back Office Operations
Deborah Bradbury
Assistant to Partners
Dana Gibson
Client Relationship Manager
Denise Guttenberg
Director of Operations Emeritus
Amanda Kiefer
Client Services
William Maloney
Technology and Special Projects
Jennifer McKibben
Client Services
Cliff Mintz
Alternatives Analyst
Jamin Rothschild
Client Services
Donna Smith
Director of Administration
Kim Stuckey
Account Payables
Phyllis Tyler
Compliance and Fund Administration
Laurel Yarborough
Back Office Support
Max Zwain
Advisor
Billy Donatuti
Client Services
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