Matthew Greenspan

Matthew Greenspan

Director of Operations
Ben Gregorio

Ben Gregorio

Messaging Specialist, Digital
Matthew Gries

Matthew Gries

Investment Compliance Analyst
Benjamin Griswold

Benjamin Griswold

Senior Advisor
Hannah Gross

Hannah Gross

Private Client Relationship Advisor
Jack Guidera

Jack Guidera

Investment Operations Associate
Chris Guidry, CFA

Chris Guidry, CFA

Equity Research Analyst
Nick Gurteen

Nick Gurteen

Senior Manager International Tax
Adam Guthrie

Adam Guthrie

Head of Finance
Georgina Guy

Georgina Guy

Head of International Strategic Advisory
Nicholas Haffenreffer

Nicholas Haffenreffer

Portfolio Manager
Amy Haines

Amy Haines

Portfolio Analyst
David Hairston

David Hairston

Application Support Analyst
Jack Hamed, CFA

Jack Hamed, CFA

ISG Research Analyst
Sharon Hamel

Sharon Hamel

Private Client Relationship Advisor
Jawad Hamid

Jawad Hamid

Private Client Operations Business Strategist