We work with individuals, families, businesses and institutions to deliver specialized services and innovative strategies that help them build, preserve and manage their wealth.
Our Financial Advisors strive to earn the trust and help achieve the goals of many individuals, families, and institutions.
Michael Cafiso has broad experience in various types of tax-exempt and taxable financings, including general obligation, sales tax, revenue, special assessment, certificate of participation, and municipal leasing issues and financings for water and sewer, industrial development health care, tax increment, housing and education projects.
Areas of Concentration
•Public finance
Awards &...
Leslie A. Klein has more than 25 years of experience advising publicly held companies, privately held companies, not-for-profit corporations, fiduciaries and executives in all aspects of employee benefits and executive compensation. He is recognized as a Fellow of the American College of Employee Benefits Counsel for having made significant contributions to the advancement of the field of...