Steven Adwar is a financial advisor at Cary Street Partners with seven years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Advisors and Fidelity Investments. Cary Street Partners provides discretionary and non-discretionary investment advisory and financial planning services to individuals, retirement plans, trusts, corporations, and institutional clients. The firm offers a broad investment menu and proprietary strategies, serving a diverse client base that includes state and municipal government entities and insurance companies.

Kyle Saul is a Series 65-licensed advisor at Cary Street Partners with one year of industry experience. Prior to joining Cary Street Partners, he worked at Transcend Capital Advisors and spent six years at Ford Motor Company. He also attended Pennsylvania State University. Cary Street Partners provides discretionary and non-discretionary investment advisory and financial planning services to individuals, retirement plans, trusts, corporations, and institutional clients. The firm offers a broad investment menu and proprietary strategies through its affiliated asset manager, serving a range of client types including state and municipal government entities and insurance companies.

Andrew Massey is a financial advisor at Cary Street Partners in Morristown, NJ, holding a Series 65 designation with three years of industry experience. His prior roles include positions at BNY Mellon|Pershing and iConnections. Cary Street Partners provides discretionary and non-discretionary investment advisory and financial planning services to individuals, retirement plans, trusts, corporations, and institutional clients. The firm utilizes a broad investment menu and proprietary strategies through its affiliated asset manager, serving notable institutional niches such as state and municipal government entities and insurance company clients.

Amy Macisaac is a financial advisor at Cary Street Partners with 29 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Purshe Kaplan Sterling Investments, Transcend Capital Advisors, and Merrill. Cary Street Partners offers discretionary and non-discretionary investment advisory and financial planning services to individuals, retirement plans, trusts, corporations, and institutional clients. The firm utilizes a broad menu of investment options and proprietary strategies, including those managed by its affiliated asset manager, to serve a diverse client base that includes institutional niches such as state and municipal government entities and insurance company clients.

Caitlin De Groat is a CFP® with seven years of industry experience, currently affiliated with Cary Street Partners. She previously worked at Beacon Trust Company for 13 years before joining Cary Street Partners. Cary Street Partners provides discretionary and non-discretionary investment advisory and financial planning services to a diverse client base, including individuals, institutions, trusts, and retirement plans. The firm uses a broad investment menu and proprietary strategies to serve clients, including specialized institutional niches such as state and municipal government entities and insurance companies.

Mike Saul is a financial advisor at Cary Street Partners with 31 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including Purshe Kaplan Sterling Investments, Transcend Capital Advisors, Bank of America, and Merrill. Outside of his advisory role, he serves as a board member of the Jewish Foundation of Somerset, Hunterdon & Warren County, NJ, and as a trustee for the Ocean View Condo Association. Cary Street Partners provides discretionary and non-discretionary investment advisory and financial planning services to individuals, retirement plans, trusts, corporations, and institutional clients. The firm offers a broad investment menu and proprietary strategies through its affiliated asset manager, serving a diverse client base that includes institutional niches such as state and municipal government entities and insurance companies.

Michael Provine is a financial advisor at Cary Street Partners with 24 years of industry experience. He previously worked at Tradition Asset Management, Candor Wealth Advisors, and Tradition Capital Management LLC. Cary Street Partners provides discretionary and non-discretionary investment advisory and financial planning services to individuals, retirement plans, trusts, corporations, and institutional clients. The firm uses a broad investment menu and proprietary strategies, serving a diverse client base that includes state and municipal government entities and insurance company clients.

David Cottam is a financial advisor with Cary Street Partners in Morristown, NJ, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at National Wealth Management, LLC and Citigroup Global Markets. Outside of advisory work, he is the managing member of Equator Holdings, LLC, an investment holdings company focused on debt collection activities. Cary Street Partners provides discretionary and non-discretionary investment advisory and financial planning services to a diverse client base including individuals, retirement plans, trusts, corporations, and institutional clients. The firm utilizes a broad investment menu and proprietary strategies, serving specialized institutional niches such as state and municipal government entities and insurance companies.

Todd Engmann is a financial advisor at Cary Street Partners with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing, Oppenheimer, Morgan Stanley, Citigroup Global Markets, and Ameriprise Advisor Services. Outside of his advisory role, he owns a business selling handcrafted earrings and serves as executor of an estate. Cary Street Partners provides investment advisory and financial planning services to a diverse client base including individuals, retirement plans, trusts, corporations, and institutional clients. The firm offers a wide range of investment options and proprietary strategies, with a focus on serving institutional niches such as state and municipal government entities and insurance companies.

Richard Spinner is a financial advisor at Cary Street Partners with 11 years of industry experience. He holds the CFP® and ChFC® designations and has worked at firms including Edge Wealth Management, Transcend Wealth Collective, and Merrill. Cary Street Partners provides discretionary and non-discretionary investment advisory and financial planning services to individuals, retirement plans, trusts, corporations, and institutional clients. The firm offers a broad investment menu and proprietary strategies through its affiliated asset manager, serving diverse client needs including ERISA retirement plans and institutional niches such as state and municipal government entities.