Hailey Lui
Private Client Relationship Associate
Erin Lujan
Private Client Relationship Advisor
Stephanie Luong
Private Client Relationship Associate
Sara Ma
Private Client Relationship Associate
Jack MacDonald, CFA
Portfolio Manager
Julie Mackin, CTFA
Private Client Relationship Advisor
Emily Dwyer MacLellan
Portfolio Manager
John Mai
Technical Help Desk Senior Manager
Monica Malishchak, ATFA, CISP, CTFA
Private Client Relationship Advisor
Lisa Mancini
Director of Operations
Carlie Mangine
Executive Assistant
J. Kyle Manley
Client Advisor
William Manning, CFP®
Private Client Senior Relationship Associate
Adam Mantin, CFA
Portfolio Manager
Patrick Mariolle
Private Client Relationship Associate