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Stephanie Martinez
Regional Investment Consultant
Private Client
Xavier Martinez
Private Client Senior Relationship Advisor
Private Client
Rupal Master
Private Client Relationship Advisor, Family Office
Billy Mathews, CFA
Portfolio Manager
Cameron Mathis
Equity Research Analyst
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Jesiah Matthews
Private Equity Analyst
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Michael Maxwell
Head of Operations
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Reilly Maxwell
Institutional Business Strategist
Ian McAbeer, CFA
Portfolio Manager
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Carter McCaffery
Senior Alternative Asset Analyst
Jennifer McClintock
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Ray McClure
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Kelly McConkey, CFA
Associate Portfolio Manager, Trader
Stephanie McCormick
Portfolio Manager, Head of New York Private Client
Catherine McDonnell
Portfolio Manager
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Lindsay McDonough
Private Client Senior Accounting Associate, Family Office
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