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
Nina Yudell
Portfolio Manager
Anna Zaman
Portfolio Analyst