XML Financial Group managing partners
XML Financial Group managing partners (L-R); Robert Kantor; Brett Bernstein; Michael Jacobs
Partners Brett Shane Bernstein (center), Michael Jacobs (right), and Robert Kantor (left) traded the big-firm life to start a business they could be proud of and that clients could trust in."I love that people look at me as a business owner rather than a stockbroker," says Bernstein.