Our
Team

David Gerardo Alexander joined the firm in 2017 and has worked closely through the years with Family Offices, High Net Worth Individuals, and Wealth Managers to provide exquisite performance analysis and reporting. He is a team player with excellent client service skills to engage with Mirador’s diverse range of clients.

David holds a B.S. in Finance from Bentley University and spent a semester at the Copenhagen Business School. He is a US-Mexican dual citizen and speaks Spanish fluently. As an avid runner, David has run two marathons so far in support of Cure SMA (Spinal Muscular Atrophy).

Prior to joining Mirador, Chase worked at a Greenwich nonprofit as an administrative assistant to the founder. Her work included calendar management, travel planning, and correspondence drafting.

Chase graduated from Wesleyan University with a bachelor’s degree in Government and a concentration in International Relations.

While in college, she was a coxswain on the Wesleyan women’s rowing team and medaled at the 2021 NCAA DIII Rowing Championships.

In her free time, Chase enjoys coxing, trying local restaurants, and soaking up sunny days.

Charles Asaro joined the Mirador team as a Jr. Financial Reporting Analyst in 2022. Prior to joining the firm, Charles gained experience at various wealth management institutions which he now leverages to provide exquisite service to Mirador clients.

In his free time, Charles enjoys reading philosophy, practicing extreme sports, and appreciating nature.

JP Barce graduated from The Pennsylvania State University with a Bachelor of Science in Biology. While in school, JP was a founding member of the local CMDA (Christian Medical & Dental Associations®) chapter for healthcare professionals and students. Prior to joining Mirador, JP worked as a financial consultant with New York Life, where he helped clients with risk management and insurance planning.

Originally from Connecticut, JP enjoys New England sports. In his free time, he loves playing and watching sports, fitness training, and spending time with friends.

Will came to Mirador from Parametric Portfolio Associates, an asset management firm and subsidiary of Morgan Stanley. At Parametric, Will’s primary role was to represent the firm’s equity derivatives strategies from a sales and marketing perspective in both the wirehouse and independent RIA channels. Will also worked closely with Parametric’s operations, trading, and legal teams to support the firm’s option overlay business. Finally, he assisted the firm’s technology team to create, test, and implement updated functionality for the firm’s proprietary tech platform.

Prior to his work at Parametric, Will worked in consulting at McLagan (a division of Aon) and in the investment banking division of The Royal Bank of Scotland.

Will received his Bachelor of Arts degree in Political Science from Gettysburg College.

In his free time Will enjoys running, travelling, and spending time with his wife, son, and yellow lab.

Manisha Bhowmik graduated from Binghamton University with a Bachelor of Science in Financial Economics and a minor in Math. Prior to joining Mirador, Manisha served as the Vice President of Finance for her university’s professional business fraternity, Pi Sigma Epsilon. Manisha micromanaged all financial transactions for her chapter and reported all revenue and expenses to her peers on a regular basis. Manisha also served as a tutor at her university, teaching her peers in upper-level classes like Econometrics and Statistical Learning.

Born and raised in the heart of Queens, New York, Manisha enjoys traveling, music, soccer, and photography. In her free time, Manisha enjoys either a night in learning new songs on her guitar, or a trip to Manhattan, exploring the wonderful things NYC has to offer.

Griffith Bigler is an honors graduate from The International University of Monaco with a Master of Business Administration with a focus on Management & Finance. Prior to joining Mirador in 2022, Griffith worked as a sales manager in the luxury consumer-goods space and has extensive experience in food & beverage management.

Griffith has resided and worked on five continents, and in his spare time enjoys fly-fishing, cooking, and spending time with his family.

Will Bodner is a recent graduate from the University of South Carolina’s Darla Moore School of Business, earning a Bachelor of Science in Finance with a minor in History. He is also currently a CFA (Chartered Financial Analyst) Level I Candidate.

Will possesses a diverse employment background, having interned overseas as a Financial Analyst for a start-up company in Singapore, and has client and wealth management advisory experience as an intern for Northwestern Mutual.

Will is also a Fairfield County native, having attended Ridgefield High School where he played Varsity Football. He is an avid Philadelphia Eagles fan, and balances physical fitness, studying world history, and spending time with friends and family in his free time.

Jack is a 2021 graduate of Sacred Heart University, earning a Bachelor of Science in Business Management and a minor in Entrepreneurship.

Prior to Mirador, Jack worked as an Assistant Project Manager for one of the largest, multi-service mechanical contractors in New York City. There, Jack was entrusted with high-level projects for Nordstrom, Barnard College, Pier 57, and JFK Airport’s TWA Flight Center Hotel — learning to manage complex jobs with several million-dollar budgets and integrated, multi-trade schedules.

As a Westport native, Jack enjoys boating on Long Island Sound with his family. He is also a passionate car enthusiast who enjoys buying, refurbishing, and selling vehicles in his spare time. Jack has a deep desire to learn new things and welcomes challenges that afford him to grow both personally and professionally.

Jake Brophy is a recent graduate from the College of the Holy Cross earning his bachelor’s degree in Mathematics, while also exploring his interests in Physics and Computer Science.

Jake’s most recent employment was during the height of COVID where he worked with the business interruptions consulting team at Berkeley Research Group (“BRG”) in New York City.

Jake grew up in Fairfield County where he attended Wilton High School and participated in the local rowing team as the coxswain. He is currently attempting a personal record for reading, loves rock climbing, and is teaching himself some new programming languages.

Dustin studied Philosophy and Behavioral Science at Utah Valley University. During his time there he worked as a teaching assistant, research assistant, and tutor. After college Dustin spent 7 years in finance before arriving at Mirador, moving from retail banking to financial advisory to broker-dealers. He was most recently a broker with E*TRADE’s stock plan group.

In his free time, Dustin enjoys watching basketball and working on his book.

Jack Caswell is a recent graduate from Syracuse University’s Whitman School of Management, where he received a Bachelor of Science degree in Finance and Business Management. Prior to joining Mirador, Jack gained experience in the financial reporting industry when he interned for the Syracuse University Physics Administrative Office. He also volunteered as a mentor for incoming freshman in the business school.

For the past five years, Jack has helped contribute to the growth of a small brewery in his hometown of Vermont. Through working in almost all aspects of the business, from production, distribution, and taproom management, he has played an integral part in the successful expansion for the small start-up.

In his free time, Jack is an avid skier, backpacker, and golfer.

In 2022, Carlos Chacua joined Mirador as a Jr. Financial Reporting Analyst. Carlos worked as a bookkeeper for his family’s business and oversaw all the company’s finances before joining the firm. He also worked in sales for American Global Life Insurance and part-time at Equinox. He now leverages his experience to provide exquisite service to Mirador clients.

Carlos enjoys spending his spare time playing lacrosse and coaching kids in the Fairfield County region after retiring from Division 2 lacrosse. He also enjoys working out at Equinox and interacting with all the other members.

Prior to joining Mirador, Rosemary worked for NBC Sports as Payroll Coordinator for many events including NHL Games, NASCAR Events, the Olympics, and the Superbowl. She has also worked in operations scheduling freelancers and maintaining payroll resources for MSG TV Network. Throughout many years of learning the meticulous intricacies of TV Production Payroll, she was also introduced to many Human Resource initiatives, driving her enthusiasm for helping others.

Rosemary holds a bachelor’s degree in Hospitality and Event Management from the University of New Haven. She is a Fairfield county native and currently resides in Stamford with her husband and daughter. In her spare time, Rosemary enjoys lots of family time, visiting vineyards around Connecticut and hiking with her dog, Cody.

Kathy Cronin has a background in technology sales for IBM, Hewlett Packard and a number of small start-up companies, with a focus on the financial services sector.   She has also been an active member of the Darien community, working at both the Darien Library and The Community Fund of Darien over the course of her career.  In addition, she has volunteered at her children’s schools, in the Darien youth sports programs, and at her church.

Kathy attended Boston College, where she majored in Economics with a minor in math.

Born and bred in Boston,  she is a dedicated Boston sports fan.  In her spare time, she enjoys cooking for family and friends, exercising and reading.

Richard is a recent graduate from Bentley University with a Bachelor of Science in Economics & Finance and a minor in Computer Information Systems. During his time at Bentley University he competed in Sprints for the Division II Track & Field team and spent a semester studying at the Universitat Autònoma de Barcelona in Spain. Richard is also a CFA Level I Candidate.

Outside of the office Richard likes to spend time outdoors, watch sports, workout, and travel. Born and raised outside of Boston, his favorite sports team is the New England Patriots.

Read Heidi’s Bio

Gloria Delgado graduated from Universidad Católica San Pablo (Arequipa, Peru) where she received her Bachelor’s degree in Business Economics, with a minor in Finance.

Gloria was an outstanding student and graduated with honors in the top 3% of her class. In addition to English and Spanish, Gloria speaks German. Prior to joining Mirador, Gloria worked at Aon where she produced client reports, presentations and correspondence.

Gloria enjoys spending her spare time outdoors, fitness training, and reading.

Nikhil leads our tailored and integrated technology and operations platform for the wealth management industry.

Previously Nikhil held the position of Director of Operations at Cresset where he worked across all aspects of operations and technology including supporting the existing platform as well as helping build and scale the wealth management business. Before that he worked at Brown Advisory, an independent investment management firm. At Brown Advisory, Nikhil worked alongside CEO Mike Hankin as his Business Analyst, focused on strategic management and business analysis. Prior to that, he was a Senior Associate in operations at Brown Advisory.

Nikhil graduated from Loyola University Maryland with a dual degree in Economics and Finance.

Ryan Is a recent graduate from University of South Carolina’s Darla Moore School of Business, where he received a Bachelor of Science degree in Finance. Prior to joining Mirador, Ryan interned at International Marketing Systems and gained wealth management advisory experience working as of Financial Representative for Northwestern Mutual.

Ryan is a Fairfield County native, having attended Ludlowe High School where he played Varsity Baseball. In his free time, he enjoys staying active and watching the New York Yankees and Knicks.

Stuart graduated from Southern Connecticut State University in May 2019 with a Bachelor of Science in Business Administration and Finance. Prior to joining Mirador, Stuart worked as a Financial Accountant at DR Bank in Darien Connecticut. There he performed the accounting and reporting functions for various, loan, deposit and investment portfolios.

A native CT resident, Stuart enjoys watching the New York Jets, reading, and playing golf in his free time outside of work.

James Dock is a graduate from the University of Utah’s David Eccles School of Business, where he received a Bachelor of Science degree in Finance with an emphasis in Advanced Financial Analysis.

Prior to joining Mirador, James worked at Goldman Sachs as an FCC Analyst where he reviewed potentially illegal activity on publicly trade markets.

In his spare time, James enjoys being outdoors and camping with friends, along with boating, riding dirt bikes, and traveling.

Charla Easterbook joined Mirador after 20 years in the nonprofit fundraising industry. Most recently Charla worked at The Community Fund Of Darien as the Advancement Director. Earlier in her career Charla spent time in the insurance and financial planning industries.

In her spare time Charla regularly supports fundraising efforts at her children’s schools. She has three teenagers and three dogs so in her limited spare time Charla enjoys reading, Pilates, and binging Netflix.

Jeffrey Frenzilli is a diligent, problem-solving professional who has worked for many years in the fin-tech arena. He is experienced in working with RIA’s, single and multi-family offices with such firms as Rockefeller Capital Management. Jeffrey holds a Bachelor’s Degree of Science in Finance from Fairfield University, Dolan School of Business.

Jeffrey is an avid skier who once competed for a USCSA national championship. He likes spending summer weekends on the golf course or down the Shore with family and friends.

Jeffrey is a New York sports fan and a member of the Stamford Dart League.

Sarah Fullilove joined Mirador in 2021. She began her career as the surveys editor for Asset International, where she traveled the world surveying the global securities services industry. The annual surveys address how the performance of custodian banks, fund administrators, prime brokers and tri-party securities financing providers compare with each other and within individual markets. Results are published in Global Custodian magazine and the surveys are considered benchmarks for the industry. She has since worked as an editor for Weekly Reader Custom Publishing on educational campaigns for schools nationwide on topics such as creative play, childhood obesity, fossil fuel alternatives, recycling, and perseverance, for clients such as Hasbro, Subway, Shell, Marcal, and 20th Century Fox. She has been a teacher for the public school systems in Stamford, Norwalk, Westport, and Chatham. She has also worked as a marketing manager for Technology Marketing Company (TMC) promoting and executing technology conferences across the U.S., in the fields of IoT, Web and mobile app development, and managed service providers.

Sarah holds a B.A. in Communications from San Francisco State University where she cofounded Outdoor Adventures for Kids (OAK). She also holds an M.A. in Education from Fairfield University.

In her spare time, you can find Sarah listening to or reading about music, taking art classes, kayaking, walking her dog Daisy, or escaping to the Cape.

Prior to joining Mirador, James worked as an intern at FinTron Invest, a financial tech startup company based in Westport, CT.  The company has since become one of the youngest registered broker dealers. He also interned at CT Challenge, a non-profit organization that raises money for cancer survivors. James attended Sacred Heart University and received his Bachelor of Science as a double major in Finance and Economics and went on to complete his master’s degree at Sacred Heart University in Finance & Investment Management.  James competed on the NCAA division 1 men’s lacrosse team, while graduating with Magna Cum Laude honors.

Outside of the office James enjoys working out, going to the beach, and spending time with friends and family.

Morena Gaio is a qualified accountant with over 20-year experience in the financial services sector. Prior to Mirador, Morena worked at Credit Suisse for 13 years, covering Credit Control and Governance in Zurich Switzerland, London UK, and New York City. Before joining Credit Suisse Morena worked for American Express for 9 years, across different roles, such as client service, financial accounting, and business analysis. Morena also carried out consultancy work for the Royal Bank of Scotland and the London Stock Exchange, within their product development department.

Morena was born and bread in Northern Italy and is a keen follower of her hometown rugby team (Benetton Treviso) as well as a passionate soccer fan. In her spare time, Morena loves spending time with her husband and daughter, loves travelling to Italy and Australia to visit family but also discover new places and cultures.

Prior to joining Mirador, Stephanie had several roles in single and multi-family offices where she provided a variety of accounting and reporting services to ultra-high and high net worth clients. Stephanie holds a Bachelor of Science in Psychology from Union College, where she was a four-year student-athlete on their Division III tennis team.

In her free time, Stephanie loves to play tennis and travel.

Read Mike’s Bio

Tobi Grassey has over 20 years of graphic design experience working with firms that include Hans Kung & Associates, Conair Corporation, WWE, Townsquare Media, March of Dimes and Ernst & Young. Her expertise spans the use of Adobe’s Creative Suite: Photoshop, Illustrator, InDesign, After Effects, and Premiere Pro. Previously, Tobi worked as a sales representative for commercial art studios serving all the major advertising agencies in Chicago.

Tobi holds a Bachelor’s degree from Northwestern University with a triple major in Radio/TV/Film, Theatre and Interpretation as well as her degree in Graphic Design from Parson’s School of Design.

Tobi also creates watercolors and oil paintings for commission and for fun. She enjoys dancing, sailing, skiing, traveling, and cooking with her husband and children.

Karolina Guardado joined the Mirador team as a Reporting Analyst in 2022. Prior to joining the firm, Karolina worked as an accountant at a consulting firm located in Norwalk, CT, where she had the opportunity to use her skills in data analysis.

Karolina holds a bachelor’s degree in International Business from Iona College in New Rochelle, NY. She was born and raised in Greenwich, CT. Outside of the office Karolina enjoys working out, dining out, and spending time with friends and family.

Marie Guillaume is an experienced Information Technology professional. She has worked within the financial industry and various technologies for over thirteen years, where she has successfully provided IT and Network Support. Prior to joining Mirador, Marie was responsible for developing, implementing, and maintaining IT policies, and best practices for a Fund Administration firm.

Marie is a graduate of Fairfield University, where she obtained her Master of Science in Management of Technology.

Marie is a Stamford native and currently lives in Stratford with her husband and three girls. In her spare time, she enjoys dining out, traveling, and outdoor activities with her family and friends.

Tom Haidinger joined Mirador after serving the company as an outside consultant, helping  develop an architecture for its burgeoning portfolio of brands, products and services.

Prior to that, Tom was co-founder and President of Interpublic-owned marketing agency Advantage.  Advantage served Fortune 1000 companies in developing marketing platforms and campaigns leveraging investments in culture – sports, entertainment, lifestyle and causes.  Serving 54 different brands over nine years, clients included Hyundai, LG Electronics, Microsoft, Fifth Third Bank and Dignity Health.  In 2020, Tom helped successfully merge the business with sister agency Roger & Cowan|PMK.

Over the previous 20 years, Tom served in senior leadership positions both in the agency space (Genesco Sports Enterprises and Capital Sports) and rights holder environment (Six Flags and Major League Soccer) developing and executing integrated marketing programs.  Clients included Equitable, Citi, Mastercard, Motorola, Pepsi and Snickers.

Coming full circle back to financial services, Tom began his career at Merrill Lynch after graduating from the University of Notre Dame.

Tom lives in Darien with his wife and three children, and when away from work enjoys sailing, skiing, traveling and a good non-fiction book.

Miles Hubbard joined Mirador in March of 2021 as the first Associate Client Advocate in our Utah office after working for a year as a data analyst for a marketing firm where he helped clients to target optimal customer databases for advertising blasts. Prior to his work as a data analyst, Miles attended and graduated from the University of Utah with a degree in applied mathematics and physics where he was employed by both the Mathematics and Physics departments as a tutor and lab assistant for dozens of different courses over three years ranging from computational physics to advanced calculus and even quantum mechanics.

First and foremost, he is a passionate learner, and he brings that same enthusiasm to exploring the complex world visible to financial reporting at Mirador. In his free time, Miles loves writing, reading, playing basketball, and spending time with his daughter.

Ahsan Jebran joined Mirador in March of 2022 as an Analyst on the Reporting team in the Salt Lake City office. He is a graduate of Baruch College’s Zicklin School of Business with a BBA in Finance and a Minor in Mathematics. Throughout college, Ahsan completed his internships on the commodities trading floor within the downstream oil industry for Marathon Petroleum Corporation.

Ahsan was raised in North Jersey by loving parents, alongside his sister, brother, and the family German Shepherd. He is a passionate Mets and UFC fan. Outside of work, Ahsan enjoys volunteering for Habitat for Humanity, rolling on the mats at Jiu-Jitsu, running, watching baseball, and playing pool.

Blake Johnson joined the firm in 2020 after graduating with a Bachelor of Science in Finance from the University of Arkansas, Sam Walton School of Business where he graduated as a part of the Beta Gamma Sigma Honors Society. Blake has passed Level 1 & 2 of the CFA (Chartered Financial Analyst) program.

While in school, Blake started and continues to run his own business with his siblings.   Additionally, Blake interned with Koch Industries where he provided profitability reporting and analysis on projects, developed a precious metals tracking database, and other key activities.

Originally from Texas, Blake enjoys Houston and Arkansas Razorback sports and spends his free time trail running, fitness training, and studying. 

Sumana Kavikondala is a Salesforce Administrator and Developer.  She graduated from Kakatiya University (India) where she received her Bachelor’s degree in Computer science Engineering.

Prior to joining Mirador, Sumana worked as a Salesforce Administrator where she supported wide variety of clientele from different industries through her expertise in Salesforce.  She also brings in over 5  years of experience as a SQL developer for clients in UK region.

Sumana lives in Seattle with her husband, enjoys spending her spare time outdoors, doing yoga, and interacting with friends and taking care of her Son and daughter who keep her busy the rest of the time.

Charlie Keating is a recent graduate of Villanova University with a Bachelor of Arts degree in Economics, as well as minors in both Business and Spanish. He received cum laude honors and was a member of the Omicron Delta Epsilon Economic Honor Society.

Prior to joining Mirador, Charlie gained internship experience working in sales at a property management software start-up and in financial planning at Pfizer as part of the Global Operations team.

Charlie is a native of Darien, attending the King School in Stamford where he played hockey.  Outside of the office he enjoys playing golf, traveling, and spending time with family.

Megan has several years of progressive HR experience in both public and private sector businesses including the Consulate General of Canada and NBC Sports. She has expertise in early career recruitment, employee development & support, and HR policy and compliance.

She has a Bachelors degree in Political Science from Northern Michigan University and a Master’s degree in Human Resource Management from Central Michigan University.

In her free time Megan enjoys hiking Connecticut’s state parks, traveling, and gardening.

Michael Kelly joined Mirador in October 2021 as their Financial Controller. Starting his career 40 years ago with KPMG, Mike has served in lead financial officer, General Securities and Financial & Operations Principal roles for companies such as Citicorp, Morgan Stanley, UniCredito Italiano and SK Group (South Korea). After retiring from Morgan Stanley as their Wealth Management Controller, he joined a CT-based Family Office as a Managing Director in an asset management capacity. Prior to joining Mirador, Mike spent the last two years as the Chief Operating Officer of the YMCA of Greenwich, helping to shepherd them through the pandemic.

Michael graduated from New York University with degrees in Accounting and Computer Applications, is a Certified Public Accountant and has multiple FINRA licenses.
Mike is married with two adult children. When not in the office, you will find him exercising, reading a good book, solving a puzzle or watching classic movies or television.

Jack Kniffin is a 2020 graduate of Brown University with a Bachelor of Arts degree in Economics. While at Brown, he was a four-year student-athlete on their Division I Men’s Lacrosse team.

Prior to joining Mirador, Jack gained internship experience working in sales and trading at Brownstone Investment Group and in financial planning at Pioneer Financial Group.
Jack is a native of Darien, attending Darien High School where he played soccer and lacrosse. Outside of the office he enjoys coaching lacrosse, movies, Boston sports teams and Liverpool F.C.

Read Jeremy’s Bio

Read Joe’s Bio

Dean Lasalandra has worked in the FinTech industry for 15 years. In his previous roles at FactSet and Private Client Resources, Dean led implementations, and worked on professional services projects that required subject matter experts to successfully deliver custom client solutions, specifically for financial reporting.

While at FactSet, he was a Chairman’s Club recipient which is awarded to top performing product specialists that deliver outstanding client support. He started his career as a global institutional operations associate at Legg Mason (now Franklin Templeton) and completed an operations training program before spending several years on their SMF team.

Dean is a graduate of Northeastern University where he obtained his Bachelor of Science in Finance & Insurance, and Entrepreneurship. Dean is a Fairfield County native, and lives in Ridgefield with his wife and two boys.

In his spare time, he enjoys playing hockey and golf, and watching the New York Yankees and Rangers.

Zayne Lawrence is a 2021 graduate of the University of Virginia, where he earned a Bachelor of Arts in Economics. Professionally, Zayne has experience as an investor relations intern with the credit-based hedge fund, CQS, where he worked as a member of the North American Business Development team. Prior to that, he was a summer and winter analyst with the fraud team at Newtown Savings Bank.

Zayne is a native of Monroe, Connecticut, and a graduate of Masuk High School. In his free time, he likes to spend time with friends and family, read, coach youth basketball, and work out—usually through boxing. He is also an avid supporter of Arsenal FC and UVa Athletics.

Connor Leahy is a recent graduate of Sacred Heart University’s Jack Welch College of Business and Technology. In his time there, he earned his Bachelor of Science in Finance along with a minor in Business Analytics. While at Sacred Heart University, Connor served as captain of the ACHA hockey team. Prior to joining Mirador, Connor interned with Brunswick Financial Group, LLC where he managed an existing client relationship management database.

Originally from New Jersey, Connor values hard work and dedication. In his free time, he enjoys hockey, golf, and spending time with family and friends. Connor is also passionate about the New York Rangers and Notre Dame football.

Tyler Levy graduated from Bentley University with a Bachelor of Arts degree in Managerial Economics, with a concentration in data analytics. While at Bentley, Tyler worked as an undergraduate research assistant for Bentley’s Center for Integration of Science and Industry.

Prior to joining Mirador, Tyler gained internship experience on the asset management team at Angelo Gordon. After graduation, Tyler worked for a year at a NYC-based startup, HALO Hydration. There, he worked on their launch into thousands of Walmart locations nationwide, managing the supply chain.

Tyler is a native of Westchester NY and he played hockey at the Harvey school and club in college. He enjoys golf, hiking and travelling.

Sequoya Madden serves as the Head of IT Infrastructure for the Mirador team. His most recent work experience was with WDF, Inc., a subsidiary of Tutor Perini Corporation, where he spent ten years as their IT Manager. Throughout his tenure there, he worked to continually improve IT services, infrastructure, security and compliance, all while keeping abreast of the latest technology. He started his career as network technician with a small IT consulting firm where he quickly advanced to his previous role as IT Manager. In that role, he oversaw expert support for over 300 employees.

Since he was a young boy, Sequoya has always harbored a passion for technology, going as far as to start building his own computers at a very young age. Sequoya is constantly studying the latest technological advancements with a focus on cloud solutions, ease of use, security, compliance, and digitization.

Sequoya has always strived to bring excellent service to meet the needs of his clients throughout his career. He is excited to be working with the Mirador team and looks forward to contributing his technology skill set and innovative solutions to the firm.

A lifelong resident of Greenwich, CT, Sequoya currently lives there with his wife and two young daughters. In his free time, he enjoys going to the beach, accompanying his family on nature walks and is an avid reader.

James is a recent graduate from Elmira College, NY where he earned a bachelor’s in Finance as well as Psychology. His experience starts with an internship in the Risk Management division at Synchrony Financial, where he focused on auditing the finance and credit departments. During his senior year of college, he also participated in an externship at Prospect 33, which leveraged data analytics and computer coding to expose money laundering practices within financial institutions.

James was a three-year varsity college athlete playing division III lacrosse as a midfielder and face-off specialist earning player-of-the-year his senior year.

Currently, James interests outside of work are weightlifting, surfing and collecting wine.

Chris is a 2020 graduate from the University of Notre Dame, earning a Bachelor of Arts degree in Economics. While at Notre Dame, Chris lived in St. Edward’s Hall, where he was involved with the RecSports department and was also a member of the Wall Street Club.

Chris has gained a variety of unique experiences prior to joining Mirador. As an intern at Inovateus Solar, a Solar Energy Company in South Bend, IN, Chris spent significant time with the accounting and project management teams. Chris also held an internship with Murphy Wealth Management in Fishkill, NY. During his time at the firm, he developed his client relationship skills, and also acquired valuable technical skills, working with programs such as Riskalyze and eMoney.

Chris is a lifelong resident of Dutchess County, NY, where he attended Arlington High School and was a member of the varsity baseball team. During his time out of the office, Chris is an avid outdoorsman. You will find him skiing and hiking in the mountains, where he is well on his way to becoming an Adirondack 46er. Chris also enjoys weightlifting and spending time with his close friends and family.

Micah Montiel is an experienced asset management professional in alternative investments. Specializing in private equity, Micah has overseen multiple teams in performance reporting, portfolio audit, investment operations, and client services.

Prior to his work at Mirador, Micah earned a Gold Level Certificate as an alternative investment analyst for his work with several highly sensitive clients, resulting in the fastest advancement in the division’s history. As a private equity associate at a fund of funds firm, he was the first lead to be brought in at a senior level and was a primary developer of the fund operations division.

Micah completed his undergraduate degree at the University of Arizona as a distinguished Daniel’s Scholar and is currently a Level II CFA Candidate.

In his spare time, Micah enjoys weightlifting, hiking, reading, and volunteering with national organizations dedicated to uplifting disadvantaged youth in America.

Chuck has worked in the financial reporting industry for over 25 years, gaining experience with many different reporting systems and with all types of RIA’s, Wealth Managers, Asset Managers, Family Offices and Endowments. Starting his career in Maryland in the back office of a mid size RIA he gained valuable experience which led him to Fortigent then RNR-WMS. There he worked with hundreds of Investment Firms to help them with the account reconciliation and reporting requirements. He excels with process refinement and automation to enhance each client’s experience.

Outside the office he likes to spend time with his wife and 2 young kids traveling and doing sports. He has played or coached sports his entire life. His main sport the past 30 years has been Rugby which took him all over the world and to top it off he coached his home team in Maryland to a National Championship in 2012. He is also a big fan of the Orioles and Ravens.

Brett Morrison is a recent graduate of Fairfield University’s Dolan School of Business, where he received a Bachelor of Science Degree in Business Management.  While at Fairfield, he also competed for the school’s Division I baseball program.

Brett has extensive experience in the wealth management industry where he was an intern for the Wealth Transition Collective.

In his free time, Brett loves to workout, golf and is a Boston sports fan.

Tim Murphy joined Mirador as a Vice President in Reporting during 2022. As a reporting manager Tim will leverage his 20 plus years of experience in client service, operations, and team management to ensure client service excellence and continue to develop the skills of the team.

Tim’s experience with financial services began as a Registered Representative at US Planning Group. He then moved into a number of client service and operations roles at Merrill Lynch and Morgan Stanley. Most recently Tim spent seven years at Allianz Global Investors taking on roles including the Global Head of Derivatives and Alternatives Operations and then Head of Fund Administration US.

Tim holds a Bachelor of Arts degree from State University at Albany and an MBA from the Zicklin School of Business.

In his free time Tim enjoys spending time with his daughters, supporting his favorite sports teams, and cycling.

Kiruthika Nair has worked in the financial reporting industry for over 13 years, gaining experience in financial analysis, performance analysis, SQL, Python and Tableau.

As a seasoned Financial Analyst, Kiruthika is passionate about excellence at work, having won the “Above and Beyond” award multiple times at AllianceBernstein. Kiruthika obtained her Bachelor of Science in Mathematics and Masters in Business Administration at the State University of New York.

She is working towards earning her Masters in Accountancy from Auburn University. Kiruthika has two boys, enjoys exploring New York City, hiking, Crossfit and spending time with family and friends.

Matt Narel joined Mirador in 2020 after spending the previous two years as an analyst for a multi-billion-dollar RIA located in Westchester.

Matt brings a wealth of knowledge in financial planning and analytical expertise to the team. Prior to entering the world of Finance, Matt spent his early professional career as a watchmaker, developing his own brand and managing the service department of the world’s largest watch retailer. Matt holds a B.S. in Business Management as well as an M.S. in Business Analytics, both from Quinnipiac University.

Matt currently resides in Brookfield, Connecticut and is extremely passionate with all things related to cars and watches.

Tara Ochman has worked as a financial resource and strategic planner in the political and nonprofit sectors both as a senior advisor and executive director. She has been recognized for her ability to prioritize tasks effectively, bring people together to develop new ideas, and maximize efficiency within allocated budgets. She has expertise in management for both short-terms and long-term engagements.

Tara is an awarded graduate from Lafayette College with a degree in Government and Law and is an appointed member the State of CT Advisory Council for School Administrator Professional Standards.

Tara lives in Darien with her husband and three children. She has served as a Darien Library Trustee and was elected to the Darien Board of Education serving for six years and three terms as Chairman.

Michelle Odom joined Mirador from Black Diamond where she was one of the original hires to the Black Diamond Wealth Platform Team in 2009, growing within the company through two acquisitions over 13+ years. During this time, she evolved her impact on the wealth management market across a number of roles from managing the most complex Client Relationships to leading the Solutions Consulting team including the Sales & Platform Strategy and supporting the growth of the team. She was also instrumental in connecting Black Diamond’s business unit with the largest fund administrator SS&C to develop direction around an Alternatives Strategy addressing the Wealth Management and Family Office markets.

Michelle holds a bachelor’s degree in Finance from the University of Central Florida and is a member of The Women’s Board of Wolfson Children’s Hospital.

She lives in Ponte Vedra Beach with her husband and two daughters and when away from work enjoys spending time at the beach, traveling, getting together with friends, and volunteering in her children’s schools.

Eddie O’Hara is a client advocate committed to supporting our clients with a positive, collaborative attitude and professionalism.

He holds a Bachelor of Science in Finance from Bentley University where he was a four-year student-athlete on their Division II football team. Eddie also volunteered as an ambassador and mentor for incoming freshmen recruits to help them feel welcome and become acclimated to the school.

As a Fairfield County native, Eddie attended Norwalk High school where he played football, basketball, and baseball. In his spare time, he likes to play and watch sports, listen to music, and walk his dogs.

Read Mike’s Bio

Conor Peterson is a graduate of Fairfield University with a Bachelor of Science degree in Finance and a minor in Mathematics. He competed on the men’s club basketball team and graduated with Cum Laude honors. He is currently completing his Master’s in Business Administration, with Concentrations in Finance and Marketing.

Prior to joining Mirador, he gained experience in Financial Planning while working for Mass Mutual and previously interning for Equitable Advisors.

In his free time, Conor enjoys golfing and traveling, in addition to being an avid New York sports fan.

Joan Post has over 15 years of human capital management experience for financial services firms including JPMorganChase, American Express, and UBS.  She has an expertise in talent acquisition, learning & development, HR strategy design, and is a seasoned people and project manager.

Joan holds a Bachelor’s degree in Political Science from The College of the Holy Cross and a Master’s degree in Business Education from New York University.

When she’s not enjoying time with her family, including her two young kids, Joan is happiest while on an early morning run or playing the piano.

Nakayra has worked in finance operations for over 13 years and takes pride in her organizational skills and her commitment to clients. She values community and has been an active participant in the engagement teams and affinity networks in her previous workplaces.

Nakayra holds a bachelor’s degree from Temple University, where she majored in Risk Management & Insurance and Business Administration (Legal studies).

She is most proud of her family and enjoys spending time with her 5 children, baking, and volunteering at her local church.

Doug Quayle joined Mirador in April 2022 as the firm’s Lead Architect. He comes to Mirador by way of Bloomberg LP, where he had spent more than a decade as a Senior Software Engineer. At Bloomberg, Doug wrote tools that helped manage the Bloomberg network for Internal Systems and then moved to Portfolio Analytics, where he worked on the terminal function to allow users to classify the positions in their portfolios. Prior to his tenure at Bloomberg, Doug worked for several hedge funds and investment banks working on statistical arbitrage and the derivatives desk.

Doug holds a degree in Mathematics from the Massachusetts Institute of Technology.

When not in the office, Doug enjoys trips to the Outer Banks and watching football, basketball, and hockey, particularly when the University of Michigan is playing.

Angel Quito studied Finance (investment and Markets Option) at Western Connecticut State University. During college, Angel worked in data entry as well as a financial advisor intern. After college, Angel worked as a payroll coordinator before arriving at Mirador.

In his free time, Angel enjoys watching soccer, basketball, and motor racing, as well as spending time with friends and family.  

Zack joined Mirador in 2021. Before joining Mirador, Zack worked for Crews and Associates Investment Bankers in Little Rock, Arkansas where he managed the firm’s Commission and Inventory Department. After 3 years with Crews, Zack moved to Denver, Colorado and worked as a Senior Financial Reporting Analyst for Brown Brothers Harriman in the Mutual Fund Department. He brings a wide range of skills and experience from his leadership roles in financial services and investment banking to the team. Zack graduated from the University of Arkansas’ Sam Walton College of Business in 2014 where he received a Bachelor of Science in Finance with a minor in Marketing.

Originally from Arkansas, Zack is a passionate fan of Arkansas Razorback football, baseball, and basketball teams. Outside of the office, he enjoys spending his time outdoors mountain biking, snowboarding, camping, and golfing.

John Scavone joined Mirador in 2021. John began his career with PricewaterhouseCoopers and with a focus on the financial services industry. Prior to joining Mirador, John served as the Senior Operations Manager for a multibillion-dollar hedge fund in Stamford, CT and a Client Service Manager for Morgan Stanley. John graduated from the University of Connecticut with a Bachelor of Science in Accounting.

John currently resides in Trumbull, CT with his wife and two sons. In his spare time, you will find John coaching little league baseball, fishing, and relaxing with family and friends.

Sharon Foster Schoen joined Mirador to establish the Program Management Office and works closely with all different teams to keep projects on time and on budget.

Prior to joining Mirador, Sharon has worked in municipal bond banking and systems consulting in both New York City and Sydney, Australia. She founded the JR Schoen Memorial Foundation, Inc. that supports children’s cancer research and is a volunteer for Darien’s Center for Hope/Den for Grieving Kids.

Sharon holds a B.S. in Industrial Engineering from Lehigh University and is a registered yoga instructor. She is a Boston native who enjoys traveling and her family.

Stephen joins Mirador from the non-profit sector having spent the past ten years in education. A numbers guy at heart, Stephen began his career as a teacher of mathematics and has taught at three college preparatory schools in the tri-state area. Aside from teaching mathematics he has held leadership roles in the departments of athletics, admissions, and development. Most recently, Stephen spent the last two years fundraising and overseeing alumni relations at his alma mater, King School.

Stephen attended Franklin & Marshall College, where he majored in Economics with a minor in applied Mathematics. He holds a Master’s degree in Sport & Athletic Administration from Gonzaga University.

A Stamford native, Stephen enjoys spending time with family and friends. He currently resides in Trumbull with his wife Amanda and their daughter Catherine.

James Shepard is a graduate of the University of Vermont with a Bachelor of Arts degree in Economics, Minoring in Business Administration where he stood out as a President of the Inter-Fraternity Council.

James has direct financial advisory experience as an intern with Edward Jones, the Office of Governor for Vermont and the Thomaston Savings Bank.

James spends his free time watching Yankee’s baseball or preparing for the CFA Level 1 exam.

Andrew Sidebotham graduated from The University of Michigan’s Ross School of Business, where he received a Bachelor of Business of Administration.

Andrew has over 20 years of financial services experience, with a focus of operations, performance, and data integrity.  He has worked with a variety of different entities (RIA, bank, endowments, family offices) as well as being on both sides of the table (consultant and consumer).

In his free time, Andrew enjoys scuba diving, international travel, motorcycle riding, and games.

Dallin Smartt is a recent graduate of Utah Valley University, where he received a Bachelor of Science in Business Management. To further his education, Dallin is pursuing the CFA designation and is currently a Level II candidate. Prior to joining Mirador, Dallin worked in the finance and securities industry with local credit unions, real estate brokers, and broker-dealers.

Dallin is passionate about studying cultures and languages. He is fluent in English, German, and has intermediate skills in Arabic.

In his free time, Dallin enjoys reading any non-fiction topic and traveling.

Derek Smith is a Summa Cum Laude graduate of Quinnipiac University’s School of Business.

He was Captain and Defenseman in the Quinnipiac Men’s Division I Ice Hockey Team and was selected as the ECAC Student-Athlete of the Year. Derek was a four-time Male Scholar-Athlete Award winner with the highest GPA in class for male student-athletes. He was inducted into the Beta Gamma Sigma international business honor society for colleges and a Financial Management Association.

Derek has the ability to leverage his expertise as a core team player to unite, motivate, and create cohesion among diverse peers.

Jane Song has over 15 years of finance, accounting and tax experience. She most recently worked as a tax consultant for trusts and high net worth individuals at Chilton Investment Company, a global investment management firm in Stamford, CT. Prior to Chilton, she provided tax services at Tanner Mainstain Glynn & Johnson, a business management and accounting firm in Los Angeles that specializes in entertainment and professional sports clients. Prior to that, Jane was a Senior Manager at Meloni Hribal Tratner, a public accounting firm in Los Angeles where she provided tax and financial statement audit services for clients across many different industries.

Jane is a Certified Public Accountant and graduated from UCLA with a Bachelor of Arts in Business Economics.

Jane has served on the board of multiple philanthropic organizations and she resides in Darien with her husband and 2 boys. When not in the office, Jane enjoys playing racquet sports, attending hip hop classes and watching Korean dramas.

Alexander Spitzer is a 2021 college graduate from the University of Toronto where he graduated with a Major in Economics, and Minors in History and Biology. During his time at university, he was an active member in both the intramural sports and debate communities.
Prior to joining Mirador, Alex was a freelance Social Media Manager and consultant with a focus on restaurants throughout Stamford.

In Alex’s free time he enjoys learning new languages, spending time with his family friends, playing basketball, and watching sports. His favorite teams are The New England Patriots and Manchester United.

Suzanne Stafford is an energetic results-oriented team player and community leader. She is a strategic thinker and excels in developing and supporting strategy to build partnerships that align with Mirador’s mission.

Before dedicating time to her family, Suzanne was employed in various financial positions with such firms and Citibank, Alliance Capital, Lipper and Company and Bank One. Suzanne is a graduate of Brown University with a double major in Economics and Organization Behavior and Management.

In her spare time, Suzanne loves to be outdoors, especially on the beach or exercising, reading, and cheering on her children on the athletic field. She lives in Darien with three children and chocolate labrador “Laka.”

Nicole Stramandinoli is a multi-faceted Human Resources professional with over two years of general HR experience in the healthcare industry. Prior to joining Mirador, Nicole worked at WINFertility as an HR Coordinator, supporting the end-to-end recruiting and onboarding process, as well as providing general HR services for employees. Nicole also held a previous position in administration at the non-profit organization, Domus Kids, Inc.

Nicole has a bachelor’s degree in Entrepreneurship from Johnson & Wales University. In her free time, she loves hanging out with friends, trying new eateries, and going to the beach.

Hilary has had experience in research and analyzation at People’s United Bank. She conducted due diligence on high-risk accounts and worked with a third-party audit team to assess the validity of customer documentation. Hilary has also developed and managed client relationships worldwide through her time at a French Luxury fashion company.

Hilary is a graduate of Quinnipiac University with a Bachelor of Science Degree in Business Management with a Minor in Economics. She was able to further her concentration in Business Management at ESSCA – École de Management- in Paris, France.

Hilary enjoys watching Cleveland sports, painting, and playing tennis.

Daryen Toledo is a 2021 graduate from Western Connecticut State University with a Bachelor of Business Administration in Finance. While in school, he worked in the Emergency Department at Danbury hospital as a Patient Care Technician. There, he worked alongside a multitude of different medical professionals, aiding in the care of a wide variety of patients with different ailments and injuries. Most notably, he was present and worked during the 2020 Coronavirus Pandemic.

A native to Connecticut, Daryen likes exploring local hiking trails across the tri-state area with his wife and daughter. He also engages in a wide variety of activities to stay active such as snowboarding, volleyball, and ping-pong. When he isn’t outdoors, he enjoys spending time with friends and family exploring new local restaurants trying all sorts of cuisines.

Delilah Torres graduated in 2020 from Pace University in New York City with a Bachelor of Business Administration Degree in Advertising and Integrated Marketing.

Prior to joining Mirador, Delilah worked as a Digital Marketing Specialist at a promotional manufacturing company where she had the opportunity to combine her skills in graphic design and data analysis.

Originally from The Bronx, Delilah was a longtime volunteer with the Girl Scouts of Greater New York. Outside of the office, she enjoys spending time with her family, taking long walks with her dog Oliver, and going up to Rhode Island for a weekend of boating and fishing with loved ones.

John Tower recently worked for SRS Acquiom, an M&A fintech company focusing on PE and VC-backed acquisitions based in Denver, CO. There, he worked in Client Relations, where he was promoted to the Team Lead after a 2-year tenure as an associate. Prior to SRS, John worked at TIAA as a financial consultant.

John graduated from Boston University where he was the treasurer of the Outing Club as well as captain of the Club Track & Field team. In his spare time, he enjoys hiking all over New England and fishing along the Connecticut coastline.

Kaitlyn Troy worked for over 10 years in communications and event management. She started her career in New York City at global public relations agency Burson-Marsteller, where she worked with clients to develop and execute multi-tier media relations campaigns.

She moved to an in-house role next as a senior communications manager at Unilever NA, where she oversaw all internal communications channels and leadership communications, as well as managed Unilever’s employee community relations initiatives.

Kaitlyn graduated with honors from Bucknell University with a double major in Economics and International Relations.

She lives in Darien, CT with her husband and three children where she has been an active community volunteer.

Victor joined Mirador in 2021, bringing experience from start-up and client facing roles. Prior to joining the firm, he held multiple private equity internships at firms that focused on alternative energy investing and human resource outsourcing, working closely with senior management to provide analytical and administrative support.

Victor holds a Bachelor of Science in Finance from Sacred Heart University in Fairfield, CT.

He enjoys his free time trying new restaurants, playing sports, and watching the English Premier League.

Jonas joined Mirador in late 2021 after graduating from Fairfield University with a Bachelor of Science in Finance and Minors in Economics and Business Analytics. During his time at Fairfield, Jonas was part of the school’s Division 1 Men’s Soccer team, using his leadership skills and teamwork ability to serve as the team captain.

Being a native of Germany, Jonas is contributing to Mirador’s diverse culture while serving the company’s international range of clients. After experience in the Wealth Management sector as well as working in Business Development for a start-up company, he is looking to utilize his skill set to provide exquisite service for his clients. In his free time, Jonas likes working out, hiking, and traveling.

Alex joined Mirador as Vice President, Business Development in early 2022. Prior to joining the firm, Alex spent eight years with Morningstar Inc. most recently heading up fintech and advisor sales for the account aggregation product, ByAllAccounts. Prior to that, he managed a sales team tasked with developing new client relationships for Morningstar’s Commodity and Energy Data group.

At BAA Alex worked with partners and systems focusing on Portfolio Management, Reporting, Risk, Back Office, and Reconciliation. He also managed relationships with hundreds of RIAs, Asset Managers, and Family Offices.

Outside of the office, Alex spends his time either boating or skiing depending on the season.

Aileen Wiate joined the firm in June 2019 and is currently helping the firm with Business Analytics. She most recently worked as the Chief Financial Officer for Oracle Investment Management, Inc, a healthcare-focused Investment Advisor in Greenwich, CT.

Prior to that she worked for Duff Capital Advisors, Auspex Group, Goldman Sachs and Arthur Andersen. She graduated from Cornell University with a Bachelor of Science degree and passed the Certified Public Accountants exam in May 1996.

She lives in Darien with her husband and 2 sons (ages 15 and 12). She currently serves as the Treasurer and Board Member for the Darien Youth Hockey Association, a not-for-profit youth sports program.

Dylan is a recent graduate from Loyola University Maryland, where he received a Bachelor of Business Administration in Finance with a minor in Data Science. This combination of studies is a result of his interests in the bridge between finance and technology. With this, Dylan brings added knowledge in data management and organization to the team.

In his free time Dylan enjoys golfing as well as travelling, leading him study in Athens, Greece as part of his undergraduate studies.

Jessica Young joins Mirador with over 25 years of experience in operations and client relations for financial services and healthcare organizations. As Chief of Staff for our Jacksonville office, she is focused on operational excellence and growing the overall footprint in the Southeast. Over the past 11 years, she fulfilled various roles in the overall growth of a boutique consulting firm including Directorships in Operations, Sales, and Client Services which culminated in the successful private sale of the company in 2019.

Jessica holds a degree in Political Science from the University of Florida. She recently celebrated 25 years of marriage to her husband Mike and as avid sports fans, they enjoy coaching and watching their 2 children competing in baseball and volleyball. As a native Floridian, Jessica is passionate about volunteering in her community in education as well as with the Tom Coughlin Jay Fund.

Liane Zielinski most recently ran her own after school enrichment company, where her primary responsibilities were recruiting, hiring, and scheduling instructors to teach classes. Prior to that, she spent a decade working in various roles in publishing. Liane is an active community volunteer, holding several positions in her children’s schools and on their sports teams. Liane graduated from Rutgers University with a degree in English and French.

In her free time, Liane enjoys exercising, reading, and spending time with her husband and three children.