Dalyn Schwartz
Senior Office Solutions Associate
Jennings Schweizer
AI Business Analyst
Kolby Scott
Senior Business Development Strategist
Jillian Seifert
Strategic Advisor
Andrew Seiken
Strategic Advisor
Ali Seirafipour
Corporate Finance Senior Manager
Truman Semans
Senior Advisor
Amy Seto, CPA
Endowments & Foundations Senior Advisor
Elizabeth Severn
Family Office Operating Officer
Jackson Seymour
OCIO Portfolio Analyst
Roddy Seymour-Williams, CFA
Equity Research Analyst
Sam Shah, CFA
Head of Investment Risk
Haseem Shah
Equity Research Analyst
Sydney Shapiro
Events Manager
John Sharkey, CFP®
Strategic Advisor