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
Senior Business Intelligence Analyst
Roddy Seymour-Williams, CFA
Equity Research Analyst
Sam Shah, CFA
Head of Investment Risk
Shaily Shah
Private Equity Analyst
Haseem Shah
Equity Research Analyst
Sydney Shapiro
Events Manager
John Sharkey, CFP®
Strategic Advisor
Blake Sheehan
Portfolio Manager & Co-Head of Baltimore Private Client