Nana Mensah
Marketing Analyst, PCE&F
Matt Metsch
Strategic Advisor
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, AEP®
Private Client Relationship Advisor
Felix Miralles
Fixed Income Trading Assistant
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