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

Anthony Vivona

Vice President and Portfolio Manager

Brad Small

Vice President, Insurance and Retirement Planning

Abby Marton

Wealth Management Associate

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.