Colleagues

Bridget Fitzgerald, CFP®

Bridget Fitzgerald, CFP®

Strategic Advisor
Logie Fitzwilliams

Logie Fitzwilliams

Co-CEO and Partner
Matt Fleming

Matt Fleming

Portfolio Manager
Ryan Flury

Ryan Flury

Portfolio Manager
Meghan Fogel

Meghan Fogel

Senior Systems Analyst
Pearson Fox

Pearson Fox

Tax Manager, Fiduciary & Private Client
Trevor Fox

Trevor Fox

Senior Fee Billing Analyst
Drew Franck

Drew Franck

Equity Research Analyst
Nicoletti Frank

Nicoletti Frank

Associate Portfolio Manager
Devin Franke, CFA

Devin Franke, CFA

ISG Research Analyst
David Franklin

David Franklin

Business Intelligence Specialist
Kati Franklin

Kati Franklin

Executive Assistant
Craig Fravel

Craig Fravel

Senior Advisor
Katie Freas

Katie Freas

Corporate Administrator
Madison Freeze, CIMA®

Madison Freeze, CIMA®

Regional Investment Consultant