Maria Sobus, CTFA
Private Client Relationship Advisor
Katie Socolow, CFA
Associate Portfolio Manager
Ayudhia Sofyan
Senior Trade Support Analyst
Stephanie Song
Private Client Relationship Advisor
Ryan Soranno, CTFA
Private Client Senior Relationship Associate
Dan Spiegel, CPA
Private Investment Specialist
Grace Spurrier
Private Client Relationship Associate
Nick Squillacote
Private Client Senior Relationship Associate
Emily St. John
Regional Manager, OSG
Luke Staczek
Portfolio Analyst
Craig Standish
Head of Boston Office & Co-Head of Strategic Advisory
Sharon Stansbury
Senior Billing Specialist
Christian Starr
Institutional Portfolio Specialist
Shooter Starr
Client Advisor; Director of U.S. Private Client, Endowments and Foundations Business Development
David Stepherson, CFA
Portfolio Manager