Asset Management Team

Paul Cantor
Chairman
Will Wurm
CEO and Senior Portfolio Manager
Veronica Marton
Partner and Director of Client Relations
Evan Slater
Vice President and Fixed Income Portfolio Manager
Michael Stern
Vice President and Portfolio Manager
Richard Owen
Vice President and Portfolio Manager
Brad Small
Vice President, Insurance and Retirement Planning

Brad Small

Brad Small

With close to three decades of experience in the insurance and financial industry, Brad specializes in insurance and retirement solutions for individuals, families, and small businesses. He has extensive knowledge and experience in life, disability, and long-term care insurance, as well as estate planning and life settlements. His consultative and educational approach provides customized plans designed to suit the specific needs of his clients. Brad works with clients throughout the country, dividing his time between offices in New York City and Palm Beach, Florida.

Brad graduated from Skidmore College in 1992 with a BA in Government. In his spare time, Brad is a musician and songwriter and enjoys spending time with his wife and daughter.