Colleagues

Andrew McLoughlin

Andrew McLoughlin

Director of Project Management
Kathryn McManus

Kathryn McManus

Private Client Relationship Advisor
Tanika McNair, CTFA

Tanika McNair, CTFA

Private Client Relationship Advisor
Kathleen McQuiggan

Kathleen McQuiggan

Portfolio Manager
Sean McTernan

Sean McTernan

Co-Head of Wealth Distribution
Luke McWright

Luke McWright

Endowments & Foundations Sales Associate
Sarah Mease

Sarah Mease

Equity Trader
Arjun Menon, CFA

Arjun Menon, CFA

Portfolio Analyst
Nana Mensah

Nana Mensah

Marketing Analyst, PCE&F
Matt Metsch

Matt Metsch

Strategic Advisor
Greta Meytin

Greta Meytin

Fiduciary Advisor
Michael Midgette

Michael Midgette

Business Intelligence Specialist
Becca Miles

Becca Miles

Private Client Senior Relationship Associate
Molly Miller

Molly Miller

Investment Compliance Team Lead
Brendan Miller

Brendan Miller

APM, Municipal SMAs & Trader
Nina Millman

Nina Millman

Head of Private Equity Client Service