Joseph Ferlise
Strategic Advisor
Victor Fernandez
Chief Compliance Officer
Sam Ferreira
Associate Portfolio Manager
Kimberly Fetterman
Private Client Relationship Advisor
Lisa Fillingame Abraham
Sustainable Investment Strategist
Riley Finch
Accounting Associate
Eben Finney
Portfolio Manager
Sean Finucane
Operational Due Diligence Analyst
Eric Fischer, CPA
Director of Tax
Lucas Fisher
Portfolio Manager
Thomas Fitzalan Howard
Equity Research Analyst
Bridget Fitzgerald, CFP®
Strategic Advisor
Logie Fitzwilliams
Co-CEO and Partner
Matt Fleming
Portfolio Manager
Ryan Flury
Portfolio Manager