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

Paul Cantor

Paul is the firm’s founder and chairman, directing a team of highly experienced advisors and portfolio managers. Paul has been an investment manager and portfolio strategist since 1968. He is responsible for financial planning and oversees the management of the firm’s special fund group. Paul received his undergraduate degree at Dartmouth College, a law degree from Columbia University and pursued a post-graduate specialization in taxation at New York University.

He has served on the boards of a number of public and private corporations and numerous charities. He is most proud of several institutions that he co-founded which have grown considerably over the years, including The Women’s Foundation, a nonprofit organization that acts as a voice for women and a force for change; Her Justice, which offers hope to low-income women who need free legal services; and the Paul Taylor Dance Company.

He currently serves on the boards of Bomb, a quarterly arts and culture magazine, Edge Theater Company in New York City, and The Alex Fund, a nonprofit organization that educates young children in Eastern Europe.