Toar Mewengkang, J.D.
Senior Operational Due Diligence Analyst
Greta Meytin
Fiduciary Advisor
Michael Midgette
Business Intelligence Specialist
Becca Miles
Private Client Senior Relationship Associate
Molly Miller
Investment Compliance Team Lead
Brendan Miller
Portfolio Analyst
Nina Millman
Head of Private Equity Client Service
Fran Gunther Minges, CTFA
Private Client Relationship Advisor
Eriko Miyazaki-Ross
Fixed Income Research Analyst
Alexa Model
Strategic Advisor
Sandi Moffet
Co-Head of Strategic Advisory
Daniel Mooney, CFA
Director of Equity Research
Shawn Mooney, CPA
Controller
Jay Moore
Senior Advisor
Marshall Moore
Business Analyst, U.S. Private Client Endowments and Foundations