Working with a remarkable team

At Wingate, we believe we can best serve our clients by assembling a group of people who have outstanding qualifications and shared values.

• Our Client Counselors have over 150 years of collective experience.
• We have an experienced, client-focused support staff.
• The advanced degrees at our firm include MBAs, Masters in Taxation, a Ph.D., and a J.D.
• Our professional credentials include Certified Financial Planners™, Chartered Financial Analysts, Chartered Mutual Fund Counselors®, and Certified Divorce Planners.

Our Client Counselors work in teams to serve our clients.

 

White Client Relationship Team 

Jeffrey H. White, John H. Biebel, Debra S. McDonald, Christina Hebert

 

von der Linden Client Relationship Team

Arthur F. von der Linden, Jr., Carol M. Khouri, Emily S. Sippel

 

Hayes Client Relationship Team 

Richard S. Hayes, Matthew A. Lasker, Gail Kenny

 

Frailey Client Relationship Team
Peter Frailey

 

Professional Staff

Mark F. Greco - Chief Operating Officer, Chief Compliance Officer

Jenifer H. Cannon - Business Development
Joseph N. Evangelista - Portfolio Manager

Laura T. Wilson - Portfolio Manager

Elizabeth W Gustin - Chief Financial Officer, Financial Planner