Fran Gunther Minges, CTFA, AEP®
Private Client Relationship Advisor
Felix Miralles
Assistant Fixed Income Trader
Carlyn Mitchell
Portfolio Analyst
Eriko Miyazaki-Ross
Corporate Credit 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
Christopher Moran
Private Client Relationship Advisor
Max Morant
ISG Research Analyst
Joshua Morehouse
Technical Director, Information Security & Technology Site Lead, London Office
Wistar Morris III, J.D.
Client Strategist & Head of the Charlottesville Office
Naomi Mosquera
Private Client Relationship Associate
Billy Mott, CFP®
Private Client Relationship Advisor