Brandon Sim is a financial advisor at Silvercrest Asset Management Group LLC with 4 years of industry experience. He holds a Series 63 designation. His prior experience includes working at IEQ Capital, LLC since 2026, and he spent 19 years at Silvercrest in various roles from 2007 to 2026. Silvercrest provides investment management, family office, and institutional advisory services primarily to high-net-worth families and select institutions. The firm emphasizes bottom-up, value-oriented equity strategies and active fixed-income management, employing proprietary valuation tools and integrating quantitative risk analytics as part of its investment approach.

Albert Messina is a financial advisor at Silvercrest Asset Management Group LLC with 13 years of industry experience. He has been with Silvercrest since 2002. Silvercrest Asset Management Group provides investment management and family-office services to families and select institutional investors, including endowments and foundations. The firm offers discretionary and non-discretionary portfolio management alongside family office services and manages approximately $36.5 billion in assets under advisement.

Brian Gemino is a CFP® and Series 63-licensed advisor at Silvercrest Asset Management Group LLC with over 16 years at the firm and 17 years in the industry. He has been with Silvercrest since 2010 and also has experience at JNK Securities Corp. Silvercrest Asset Management Group LLC provides investment management and family-office services primarily to families and select institutional investors, including endowments and foundations. The firm combines proprietary equity and fixed-income strategies with outsourced CIO, due diligence, and quantitative risk analytics, tailoring portfolios to individual client objectives.

David Taylor is a financial advisor at Silvercrest Asset Management Group LLC in New York, NY, with 13 years of industry experience. He has been with Silvercrest since 2012. Silvercrest Asset Management Group LLC provides investment management and family-office services to families and select institutional investors, including endowments and foundations. The firm offers both discretionary and non-discretionary portfolio management and employs a combination of proprietary equity and fixed-income strategies alongside outsourced CIO and quantitative risk analytics tailored to individual client portfolios.

Roger Vogel is a CFA® charterholder and holds a Series 65 license with 22 years of industry experience. He has been with Silvercrest Asset Management Group LLC since 2002. Based in New York, NY, he is part of a firm that serves families and select institutional investors, including endowments and foundations. Silvercrest provides investment management and family-office services, managing approximately $36.5 billion in assets under advisement as of December 31, 2024. The firm offers proprietary equity and fixed-income strategies combined with outsourced CIO and quantitative risk analytics, tailoring solutions to individual client portfolios.

Judy Morrill is a financial advisor with Silvercrest Asset Management Group LLC in New York, NY, holding Series 63 and Series 66 credentials and bringing 12 years of industry experience. She has been with Silvercrest since 2013. Silvercrest Asset Management Group LLC provides investment management and family-office services to families and select institutional investors, including endowments and foundations. The firm employs a combination of proprietary equity and fixed-income strategies, quantitative risk analytics, and tailored portfolio management to serve its clients.

Matthew Arpano is a financial advisor at Silvercrest Asset Management Group LLC in New York, NY, holding Series 63 and Series 65 licenses with 17 years of industry experience. He has been with Silvercrest since 2006. Silvercrest provides investment management and family-office services to families and select institutional investors, offering a range of proprietary equity and fixed-income strategies alongside customized portfolio management and family office services.

John Gray is a financial advisor with Silvercrest Asset Management Group LLC in New York, NY, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Silvercrest since 2008. Silvercrest Asset Management Group LLC provides investment management and family-office services to families and select institutional investors, including endowments and foundations. The firm employs a range of proprietary equity and fixed-income strategies combined with outsourced CIO and risk analytics services, tailoring solutions to individual client portfolios.

Bart Johnston is a financial advisor at Silvercrest Asset Management Group LLC based in New York, NY, with 8 years of industry experience. He holds a Series 63 designation and has been with Silvercrest since 2004. Silvercrest Asset Management Group LLC provides investment management and family-office services to families and select institutional investors, including endowments and foundations. The firm offers a range of proprietary equity and fixed-income strategies combined with outsourced CIO, due diligence, and quantitative risk analytics, tailoring investment approaches to individual client portfolios.

Jeremiah Milbank III is a financial advisor at Silvercrest Asset Management Group LLC with 13 years of industry experience. He has worked at Silvercrest since 2011 and also serves as a part-time consultant to Transcontinental Capital, where he has been involved since 1990. Milbank holds a Series 63 designation and is a director and vice president of a family-owned cattle and timber farming operation. He is a board member of several nonprofit organizations, including The International Center, The JM Foundation, The New York Eye and Ear Infirmary, The Hoover Institution, and Boys and Girls. Silvercrest Asset Management Group LLC provides investment management and family-office services to families and select institutional investors, offering discretionary and non-discretionary portfolio management alongside family office services. The firm employs a combination of proprietary equity and fixed-income strategies with outsourced CIO, due diligence, and quantitative risk analytics, managing approximately $36.5 billion in assets under advisement as of December 2024.

William Martin is a Series 63 licensed advisor at Silvercrest Asset Management Group LLC with three years of industry experience. He has been with Silvercrest since 2014. Silvercrest Asset Management Group LLC provides investment management and family-office services to families and select institutional investors, including endowments and foundations. The firm combines proprietary equity and fixed-income strategies with outsourced CIO, due diligence, and quantitative risk analytics, tailoring investment solutions to individual client portfolios.

Stanley Reese is a financial advisor at Silvercrest Asset Management Group LLC with 24 years of experience at the firm. He holds the Series 65 and Series 63 designations. Reese is based in New York, NY and has spent his entire advisory career at Silvercrest. Silvercrest provides investment management, family office, and institutional advisory services primarily to high-net-worth families and select institutions. The firm emphasizes bottom-up, value-oriented equity strategies and active fixed-income management, using proprietary valuation tools and quantitative risk analytics.

Sally Megear is a financial advisor with Silvercrest Asset Management Group LLC, where she has worked since 2003. She has 13 years of industry experience. Silvercrest Asset Management Group LLC provides investment management and family-office services to families and select institutional investors, including endowments and foundations. The firm offers a range of proprietary equity and fixed-income strategies and combines bottom-up security selection with manager allocation and sub-advisory relationships tailored to individual client portfolios.

Ian Smith is a financial advisor at Silvercrest Asset Management Group LLC with 13 years of industry experience. He holds a Series 63 designation and has been with Silvercrest since 2002. Silvercrest Asset Management Group provides investment management and family-office services to families and select institutional investors, including endowments and foundations. The firm offers discretionary and non-discretionary portfolio management along with family office services, managing approximately $36.5 billion in assets under advisement as of December 31, 2024.

Scott Brown Jr. is a financial advisor at Silvercrest Asset Management Group LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Chase Bank NA and J.P. Morgan Securities since 2013. Silvercrest Asset Management Group LLC provides investment management and family-office services to families and select institutional investors, including endowments and foundations. The firm offers discretionary and non-discretionary portfolio management alongside family office services, managing approximately $36.5 billion in assets under advisement as of December 31, 2024.