Matt Lockwood
Associate Portfolio Manager
Emily Lofties
Associate Portfolio Manager
Bailey Logan, CFP®
Strategic Advisor
Travis Long
Senior Operations Business Analyst
Stuart Long
Senior Client Service Associate
Sandy Lowden
Senior Investment Operations Associate
Jake Lubel
Equity Research Analyst
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