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 Assistant