Ellie Williams
Portfolio Analyst
Sade Williams
Private Client Accounting Associate
Serah Williams
Private Client Relationship Associate
Matt Willis
Chief Information Security Officer
Angela Wilson
Sustainable Investment Strategist
Chris Wilson
Client Advisor
Georgina Witter
Senior Business Development Associate
Brandon Woodland, CFA
Portfolio Manager
Abigail Workman
Associate Client Advisor
Ayden Worsh
Private Client Relationship Associate
Cassandra Wright
Private Client Relationship Advisor
Jordan Wruble
Head of the Investment Solutions Group
Sarah Yang
CEO Business Analyst
Jane Yee
Cash Management and Asset Transfers Manager
Charlie Yorgen
Portfolio Manager