Edie Crawford
Director of Client Accounting & Finance
Austin Cress, CFA
Senior Portfolio Analyst
Will Crimmins, CFA
Portfolio Manager
Skylar Cromwell
Senior Counsel
Mickey Crowe
Private Client Relationship Advisor
Peter Curteis
Business Development Director, Consultants & Direct Institutions
Hayley M. Cushing
Senior Business Analyst
John Paul (JP) D'Anna
Private Client Relationship Associate
Neil D'Anniballe
Manager, Private Client Systems
Malorie D'Anniballe
Portfolio Manager
Leah Daly
Business Development Associate
Ian Dandridge
Senior Financial Analyst
John Davis, CFA
Co-Head of Wealth Distribution
Larsson Davis
Private Equity Investment Platform Director
Larissa de Andrade
Private Client Senior Accounting Associate