Maggie Nugent, CTFA
Private Client Relationship Advisor
Frank O'Donnell
Equity Research Analyst
Ethan O'Malley
Associate Portfolio Manager
Ashtyn Oakley
Workday HRIS Manager
Uche Ogbuokiri
IT Audit Manager
Tayo Okunseinde
Head of Application Development & Support
Seb Osman
Senior Compliance Manager
Mikey Ostendorf
Private Client Senior Relationship Associate
Martin Ouimet
Director of Business Data and Analytics
Erika Pagel
Portfolio Manager, Co-CIO of Private Client, Endowments & Foundations
Garrett Paglia
Associate Portfolio Manager
Alice Paik
Chief Strategic Advisory Officer
Rima Parikh
Head of Operational Due Diligence
Sung Park, CFA
Equity Research Analyst
Denise Parker
Private Client Senior Relationship Associate