Our Team
To best serve each relationship, HB pulls from the various strengths of each of its more than 50 employees. Each client service team includes four to five employees — a principal, a director or senior associate, an associate and an administrator.
Principals
Andrew (Andy) J. Berg, CFP®, PFS
Frank H. Butterfield, CPA, CFP®, PFS, CFA
Anthony J. Guinta, CPA, CFP®, PFS
Andrew (Drew) R Klepchick, CFP®
Directors
Christopher V. Casdia, CSCP, Compliance and Operations Manager
Richard (Rick) S. Kraich, CFA, Chief Investment Officer
Ashley Preisinger, CFA, Director of Client Development
Senior Associates
Mandy D. Hewitt, CPA, CFP®, PFS
Tricia Mulcare, CPA, CFP®, PFS, CFDP®
Associates
Steven (Steve) S. Rubinstein, CPA
Investment Department
