JOSEPH ARMISTo, CFP®
Senior Vice President
Michael is a Senior Vice President with a focus on Wealth Management and the Institutional Advisory Practice. He also serves on the Firm’s Wealth Management Investment Committee. Michael has 15+ years of experience in financial services with a specialization in consulting to the pension industry. He advises the Investment Committees for numerous corporations on investment policy design, investment management, governance and fiduciary compliance. Michael also leads the Institutional Relationship Management Team and is responsible for the service and support of the Institutional Practice. He manages a team of employees that are involved in the transition of new clients, development of client deliverables, and overseeing the daily interaction with both clients and institutional consultants. Michael received his degree from Georgetown University in Marketing and Small Business Management.
Shawn Samperi, CIMA®
Senior Vice PresidentShawn is a Senior Vice President with primary responsibilities in the Private Wealth Management Advisory practice. He has responsibility for servicing high-net-worth individuals, family offices, ERISA plans, endowment and foundation clients. Shawn has more than 30+ years of experience in investment/portfolio consulting, financial planning and estate planning, and consults in the areas of portfolio strategy, design, implementation and support. Prior to joining the firm, he served as Director in PricewaterhouseCoopers LLP’s Personal Financial Services practice for 12 years. He also served as a Senior Associate for five years at the AYCO Company LP (subsequently a unit of Goldman Sachs), a national corporate executive consulting firm, where he worked with top executives at companies such as AT&T, DuPont, Exxon and Merck, as well as numerous high-net-worth individuals and business owners. Prior to that, he served four years at New York Life and Prudential as an insurance and employee benefits representative. Shawn holds a B.S. degree in Finance from Siena College and an MBA in Finance from Rutgers University Graduate School of Management. He also holds the Certified Investment Management Analyst® credential from the Investment Management Consultants Association®.
Chris Cole, CFP®
Senior Vice President
Chris is a Senior Vice President with primary responsibility in the Private Wealth Management Practice. Chris has more than 15+ years of experience in the financial services industry helping high-net-worth individuals and families achieve their financial goals. At the Firm he focuses on customized portfolio design & implementation, comprehensive financial planning, and personalized financial education. Chris formerly served as Director of the Private Client Service Team for the Firm. He holds a degree from Boston University and holds a Certified Financial Planner Designation.
Senior Vice PResident
David is a Senior Vice President with primary responsibility in the Private Wealth Management Practice. David has enjoyed a successful 35+ year career in financial markets including as Founder & CEO of Pearl Investment Partners (a Registered Investment Advisor), as a Managing Director at Goldman Sachs where he co-managed the International Equity Division and in senior roles at Morgan Stanley, HSBC and First Boston where he managed internal teams and institutional client relationships. David also served as the Head Trader and Partner at Keel Capital, a long-short equity hedge fund and earned a BS/MBA from NYU’s Stern School of Business. David lives in Washington, DC where he is Vice Chairman of the Teach for America DC Regional Board. David is married and shares six wonderful children ranging in age from 8 to 30.
Michael Howard-Johnson, CFA®
Michael is a Vice President with primary responsibility in the Private Wealth Management Practice. Michael has more than 9+ years of experience in the financial services industry helping high-net-worth individuals and families achieve their financial goals. At the Firm he focuses on customized portfolio design & implementation, personalized financial education, and comprehensive financial planning. Michael was formerly an Associate on the Private Client Service Team for the Firm and, prior to that, a Registered Associate for an ultra-high net worth wealth management team at First Republic Bank. He graduated cum laude from Bucknell University with a B.A. degree in Economics & Political Science and holds the Chartered Financial Analyst® designation.