Hudson Valley Team

Meet the Hudson Valley New York Wealth Management Team

William D. Winters

William D. Winters+

Senior Vice President
Managing Director

Steven K. Shepherd

Steven K. Shepherd+

Wealth Advisor

Lawrence E. Gore
Lawrence E. Gore

Senior Vice President
Senior Wealth Advisor

Allen Margolius

Allen Margolius

Assistant Vice President
Portfolio Manager

Michael Ziminsky

Michael Ziminsky

Wealth Management Associate