Naomi Peng, CFA
ISG Research Analyst
Sarah Penne
Audit Manager
Jess Perez
Private Client Relationship Associate
Jamal Perkins
Senior Business Analyst, US PCE&F
Joshua R. Perry, FRM, CFA, CAIA
Portfolio Manager
Patrice Phung
Private Client Relationship Advisor
Griffin Pichetti
Strategic Advisory Associate
Shannon Pierce, CPA
Chief Financial Officer
Tessa Pilkington, CFA
Portfolio Manager
Erin Piretti
Private Client Relationship Advisor
Mike Poggi, CFA
Portfolio Manager
Mariapia Poggi
Private Client Relationship Associate
Teresa Pollet
Program Manager, Technical Lead
Lisa Posko, CTFA
Private Client Relationship Advisor
John Poulton
Strategic Advisor