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Valerie O. Murray

CFP® - President

Brian McGann

CFA - Head of Investment Strategy

John Longo

PhD, CFA - Chief Investment Officer

Kenneth Lenskold

Chief Compliance Officer

Antonia Pancel-Cipric

JD - Chief Fiduciary Officer

Zoie Silver

CFP® - Senior Vice President, Chief of Staff

Denis Belinskiy

Head of Technology & Operations