Richard Thomason
Head of Compliance - International Business
Bertie Thomson, CFA
Portfolio Manager
Dune Thorne
Chief Strategy Officer - U.S. Private Client
Anne Tiffin, CTFA
Private Client Relationship Advisor; Boston & New York Operating Officer
Bo Torbert
Portfolio Analyst
JT Torres
Desktop Support Analyst
Megan Toth
Project Manager, US PCE&F Operations
Charlie Townshend
Portfolio Manager
Susan Traver
Senior Advisor
Janet Trell, CFP®, CTFA
Private Client Relationship Advisor
Alex Trevino, CFA
Equity Research Analyst
Terry Trusty
Analytics Engineer
Trey Tune
Portfolio Manager & Head of the Charlotte Office
Elena Turner
Portfolio Analyst
James Tussaud
Portfolio Manager