Tom Birrittella

Hillcrest Wealth Advisors NY LLC (Hillcrest) is an independent registered investment adviser and wealth management firm headquartered in Hazlet, New Jersey. The firm was founded as EisnerAmper Wealth Advisors LLC and is owned solely by Dan Yu. Hillcrest offers comprehensive financial planning and investment advisory services for high-net-worth clients.

EisnerAmper LLP engages in the provision of audit, accounting, advisory and tax services. Its services include audit and assurance, outsource finance and accounting, private business accounting, royalty audit and contract compliance, SOC services, bankruptcy and restructuring, and benchmarking services. The company was founded by Theodore Levine, Dick Eisner and Mitch Aigen in 1963 and is headquartered in New York, NY.

Shepherd Kaplan LLC (SK) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded by David Shepherd and David Kaplan in 1998 and is a majority-owned and wholly-controlled subsidiary of Shepherd Kaplan Krochuk LLC. SK provides investment advisory services to institutional and private clients as well as endowment and foundation.