Kelsey Dunn, CFA
Senior Portfolio Analyst
Valerio Dussizza
Equity Research Analyst
Connor Eagleson, CFP®
Private Client Relationship Advisor
Chad Easterly
Portfolio Analyst
Taylor Eaton
Office Solutions Associate
Elyse Edwards
Private Client Relationship Associate
Ali Edwards
San Francisco Operating Officer
Dominique Edwards
Private Client Relationship Associate
Yacine El-Mohri
Portfolio Manager & Corporate Credit Research Analyst
Joseph Elefante, CAIA
Regional Investment Consultant
Omar Elgamal
Senior Portfolio Analyst
Dave Ely, CFA
Portfolio Manager
Sean Erb, CFA
Investment Specialist
Katie Erich, CIMA®
Regional Investment Consultant
Eliza Erikson
Head of Impact Investing & Advice