Georgina Witter
Sales & Relationship Associate
Brandon Woodland, CFA
Portfolio Manager
Jack Wootten
Private Client Relationship Associate
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
Cole Wujek, CPA
Finance Business Partner
Sarah Yang
CEO Business Analyst
Jane Yee
Cash Management Team Lead
Charlie Yorgen
Portfolio Manager
Nina Yudell
Portfolio Manager
Anna Zaman
Portfolio Analyst
Lucy Zhou
Private Client Senior Relationship Associate