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Cindy Halpern

Cindy is the Chief Operating Officer & Controller for ASN and has been with the firm since its inception in 2010.

Cindy manages the day-to-day functions of the firm as well as working directly with advisors. She is also responsible for the implementation of advisor transitions and the management of all financial and operational teams.

Cindy has over 25 years of experience in financial operations, possessing extensive technical knowledge in all aspects of finance and operations. She has held significant leadership roles in financial management.