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Our Team

I joined PSG because of its long-standing reputation as respected wealth advisors, the quality and integrity of its people, and the strength of the product and platform used to service its clients.”

Jacqueline O’Toole Director of Operations and Investment Associate

Seasoned Expertise

Our partners have an average of 35 years of investment and financial experience, and our staff averages more than 15 years of professional service experience.

Edward L. Scharf

Managing Director

Richard A. Yoken

Managing Director

Catherine (Bobbie) Nacianceno

Senior Client Services Coordinator

Jacqueline O’Toole

Chief Operating Officer

Jacques E. Boubli, CFP^®

Managing Director

Client Services Coordinator

Research Analyst

Chief Compliance Officer

Lawrence D. Bartimer, CPA

Managing Director

Maritza S. Rivera

Senior Client Services Coordinator

Natasha Hanan, CFA

Peter S. Yorkes

Managing Director

Samarsha Drysdale

Client Services Coordinator

Thomas M. Zottner, CFA

Managing Director