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Teresa Akridge

Vice President, Trade Operations Specialist

Diane Allard

CFP® - Vice President, Portfolio Manager

Dawn M. Avallone

JD - Vice President, Trust Officer

Denis Belinskiy

Head of Technology & Operations

Hetal Bhimani

Client Services Associate

William Butler

CFA - Managing Director, Research Director

Richard Cawthorne

Managing Director, Porfolio Manager

Lauren Cecala

Assistant Vice President, Trust Officer

Erman Civelek

CFA, CAIA, CFP® - Senior Vice President, Investment Strategist

Jake Clemens

CFP® - Assistant Vice President, Relationship Manager

Ashley Conti

Associate Wealth Strategist

John J. Corcoran

Portfolio Manager

Caitlin DeGroat

Assistant Vice President, Relationship Manager

Meaghan DiBiase

CRM & Marketing Analyst

Maria Di Zio

Vice President, Portfolio Manager

Howard Friedner

Executive Managing Director, Portfolio Manager

Courtney Frost

Business Development Associate

Sandy Genduso

Administrative Assistant

Leonard G. Gleason

Esq. - General Counsel

Adam Goldberg

CFP®, CPWA® - Relationship Manager

John Goode

Client Services Associate

Jasson Gutierrez

Client Services Associate

Patricia A. Hall

CFP® - Managing Director, Wealth Strategist

Susan Hayes

Managing Director, Fixed Income Portfolio Manager

Joseph F. Healy

CFA - Managing Director, Research Director

Stefan Hermann

Managing Director

Michael A. Holt

CFP® - Managing Director, Wealth Strategist

Kenneth Lenskold

Chief Compliance Officer

Jeffrey Loewy

Co-Founder, Portfolio Manager

John Longo

PhD, CFA - Chief Investment Officer

Spencer Marsh

CFA, CIC, RIA - Senior Managing Director, Portfolio Manager

Brian McGann

CFA - Head of Investment Strategy

Erin McGrath

Operations Analyst

Valerie O. Murray

CFP® - President

Antonia Pancel-Cipric

JD - Chief Fiduciary Officer

Charles Pawlik

CFA, CFP® - Senior Vice President, Portfolio Manager

Alaine Pelliccio

Administrative Assistant

Christopher C. Perrine

CFP® - Vice President, Portfolio Manager

Diane Radossich

Portfolio Manager Assistant

Melissa Raimundo

CFP® - Vice President, Relationship Manager

Lillian Rinchiuso

Vice President

Christopher Shagawat

CFA - Vice President, Portfolio Manager

Bhakti Shah

Esq., CPA - Vice President, Senior Tax Planner

Zoie Silver

CFP® - Senior Vice President, Chief of Staff

Pavel Sokolov

CPA - Assistant Vice President, Senior Tax Planner

Giovanni Valle

CFP® - Associate Wealth Strategist

Victoria Wayne

Administrative Assistant

Charlotte Wei

CPA - Tax Analyst