Michelle Cozier

Michelle Cozier

Consultant Relations & Institutional Distribution
Joe Cozza

Joe Cozza

Senior Advisor
Edie Crawford

Edie Crawford

Director of Client Accounting & Finance
Austin Cress, CFA

Austin Cress, CFA

Senior Portfolio Analyst
Will Crimmins, CFA

Will Crimmins, CFA

Portfolio Manager
Skylar Cromwell

Skylar Cromwell

Senior Counsel
Mickey Crowe

Mickey Crowe

Private Client Relationship Advisor
Peter Curteis

Peter Curteis

Business Development Director, Consultants & Direct Institutions
Hayley M. Cushing

Hayley M. Cushing

Director of Baltimore Office Operations
John Paul (JP) D'Anna

John Paul (JP) D'Anna

Private Client Relationship Associate
Malorie D'Anniballe

Malorie D'Anniballe

Portfolio Manager
Neil D'Anniballe

Neil D'Anniballe

Manager, Private Client Systems
Leah Daly

Leah Daly

Senior Business Development Associate
Ian Dandridge

Ian Dandridge

Senior Financial Analyst
Larsson Davis

Larsson Davis

Private Equity Investment Platform Director
John Davis, CFA

John Davis, CFA

Co-Head of Wealth Distribution