Stephanie McCormick
Portfolio Manager
Catherine McDonnell
Portfolio Manager
Lindsay McDonough
Private Client Senior Accounting Associate
Sarah McGovern
Senior Client Service Associate
Sargent McGowan, CFA
CIO of U.S. Endowments & Foundations
Matt McKenna
Messaging Strategist, Digital
Quinn McLaughlin
Portfolio Analyst
Christopher McLean, J.D.
Strategic Advisor
Andrew McLoughlin
Director of Project Management
Kathryn McManus
Private Client Relationship Advisor
Tanika McNair, CTFA
Private Client Relationship Advisor
Kathleen McQuiggan
Portfolio Manager
Sean McTernan
Co-Head of Wealth Distribution
Luke McWright
Endowments & Foundations Sales Associate
Sarah Mease
Equity Trader