CMS Team
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Michael Feldman, CFP®
President & CEO
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Sheetal ("Sheila") Khanna, CFP®
Director, Financial Planning
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David Locher
Director, Alternative Investments and Research
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Eric Lanshe, CFA®
Chief Investment Officer
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Susan Durachko
Client Services Manager
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Trish Feldman
Office Manager
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Bradley Lawrence
Jr. Financial Advisor
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Matthew Purtill
Chief Compliance Officer