a team built around you

From our CERTIFIED FINANCIAL PLANNERS™ to our dedicated marketing and administration staff, we strive to provide our clients with our best wealth management experience.



CEO & Chief Compliance Officer

Wealth Manager

Head of Client Services

Joseph Kalmanovitz

Head of Financial Planning

Canter Companies

The following team members provide operational support for Canter Wealth…

Employees of Canter Companies do not provide investment advice.

jason lieber

Director of Acquisitions & Real Estate Valuation

trisha stone

General Counsel

kim stasik


megan costigan

Director of Marketing

arielle bernaman

Client Relations