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OUR PEOPLE

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All Leadership Board of Directors Investment Management Business Development Service
carla

Carla Aguilar

Client Services Associate

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teresa-akridge

Teresa Akridge

Vice President, Trade Operations Specialist

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diane-allard

Diane Allard

CFP® - Vice President, Portfolio Manager

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dawn-avallone-v2.jpg?crop=0.20343267870514761,0.13253858438122415,0.09663319744768506,0

Dawn M. Avallone

JD - Vice President, Trust Officer

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Denis Belinskiy

Senior Technology Officer

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Hetal Bhimani

Client Services Associate

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William Butler

CFA - Managing Director, Research Director

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richard-cawthorne

Richard Cawthorne

Managing Director, Porfolio Manager

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lauren-cecala

Lauren Cecala

Assistant Vice President, Trust Officer

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erman-civelek

Erman Civelek

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

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Jake Clemens

CFP® - Relationship Manager

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Ashley Conti

Associate Wealth Strategist

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John J. Corcoran

Portfolio Manager

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caitlin-degroat

Caitlin DeGroat

Assistant Vice President, Relationship Manager

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meaghan-dibiase

Meaghan DiBiase

Sales & Marketing Analyst

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maria-di-zio

Maria Di Zio

Vice President, Portfolio Manager

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jessica-feyer

Jessica Feyrer

Portfolio Manager Assistant

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Howard Friedner

Executive Managing Director, Portfolio Manager

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courtney-frost

Courtney Frost

Business Development Associate

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Sandy Genduso

Administrative Assistant

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len-gleason

Leonard G. Gleason

Esq. - General Counsel

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john-goode

John Goode

Client Services Associate

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patti-hall

Patricia A. Hall

CFP® - Managing Director, Wealth Strategist

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susan-hayes

Susan Hayes

Managing Director, Fixed Income Portfolio Manager

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joseph-healy

Joseph F. Healy

CFA - Managing Director, Research Director

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stefan-hermann

Stefan Hermann

Managing Director

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michael-holt

Michael A. Holt

CFP® - Managing Director, Wealth Strategist

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Rita Kotelevets

Administrative Assistant

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kenneth-lenskold

Kenneth Lenskold

Chief Compliance Officer

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Jeffrey Loewy

Co-Founder, Portfolio Manager

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john-longo

John Longo

PhD, CFA - Chief Investment Officer

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spencer-marsh

Spencer Marsh

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

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brian-mcgann

Brian McGann

CFA - Head of Investment Strategy

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Erin McGrath

Client Services Associate

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valerie-murray

Valerie O. Murray

CFP® - President

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antonia-pancel-cipric

Antonia Pancel-Cipric

JD - Chief Fiduciary Officer

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charles-pawlik

Charles Pawlik

CFA, CFP® - Vice President, Portfolio Manager

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Alaine Pelliccio

Administrative Assistant

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christopher-perrine

Christopher C. Perrine

CFP® - Vice President, Portfolio Manager

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diane-radossich

Diane Radossich

Portfolio Manager Assistant

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lillian-rinchiuso

Lillian Rinchiuso

Vice President

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christopher-shagawat

Christopher Shagawat

CFA - Vice President, Portfolio Manager

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bhakti-shah

Bhakti Shah

Esq., CPA - Vice President, Tax Planning

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zoie-silver

Zoie Silver

CFP® - Senior Vice President, Client Services Manager

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Pavel Sokolov

CPA - Senior Tax Planner

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Giovanni Valle

CFP® - Associate Wealth Strategist

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victoria

Victoria Wayne

Administrative Assistant

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Charlotte Wei

CPA - Tax Analyst

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