Our Team

Family Endowment Partners is led by experienced professionals whose diverse backgrounds and track records of achievement enables the firm to offer a full range of wealth and investment management services. They are recognized as “trusted advisors” by clients and members of the investment community.

Our senior management team is supported by dedicated professionals who bring a range of diverse skills to their client work. Based on a foundation of deep training and collaborative teamwork, they serve the full set of our clients’ investment and wealth management advisory needs.

• Lee D. Weiss, CFP – Managing Partner
• Tim F. Wray – Partner, Private Advisory Services
• Bud Abbott – Senior Director
• Andrew M. Anania – Senior Associate
• Carrie Biemer - Reporting Associate
• Justin Burley - Senior Managing Director, Private Advisory Services
• Ilya Ditlya – Senior Director
• William C. Dowd – Senior Director
• Michael Farrell – Managing Director
• Chris Havener - Senior Managing Director
• Trisia Kavka-Coogan – Senior Director
• Todd A. Kellerman – Managing Director, CFO Wealth Management
• Daniel Luthern – Director
• Scott K. Mullen - Senior Managing Director
• Tina C. Powers - Senior Associate
• Steven Segaloff, J.D. – Senior Managing Director, Private Advisory Services
• Sheryl Smith – Director
• Brian S. Weiner - Senior Managing Director