Keith Stone
Managing Director of Private Investments
Quinn Straayer, CFP®
Private Client Relationship Advisor
Stephanie Strickland
Private Client Relationship Advisor
Steve String
Software Development Manager
Evan Strobel
Relationship Manager
Jason Strzyzewski
Senior Portfolio Analyst
Kenneth Stuzin, CFA
Portfolio Manager
Rebecca Sugarman
Chief Human Resources Officer
Rachel Sullivan
Private Client Senior Relationship Associate
Emalie Sundale
Strategic Advisor
Jordan Sutherland
RFP Associate
Eric Sweeney
Senior Operations Project Manager
Abby Tadder
Private Client Relationship Associate
Linda Tan
Head of Internal Audit
Justin Tan
Sales & Relationship Associate