Colleagues and People

Jack Donahue
Private Client
Jack Donahue
Portfolio Analyst
Campbell Donley
Portfolio Management
Campbell Donley
Portfolio Analyst
Grace Donohue
Grace Donohue
Private Client Senior Relationship Associate
Stuart B. Dorsett
Stuart B. Dorsett
Chief Strategic Advisory Officer; Head of Carolinas Office
Miranda Dover, CTFA
Private Client
Miranda Dover, CTFA
Private Client Relationship Advisor
Kyle Dugal
Kyle Dugal
Private Client Relationship Associate
Ashley Dunbar
Private Client
Ashley Dunbar
Associate Portfolio Manager
Katja Dunlap
Fixed Income
Katja Dunlap
Fixed Income Research Analyst
Brad Dunn
Brad Dunn
Portfolio Manager
Edward K. Dunn, III
Edward K. Dunn, III
Strategic Advisor
Emily Dwyer
Emily Dwyer
Portfolio Manager
Connor Eagleson, CFP®
Private Client
Connor Eagleson, CFP®
Private Client Senior Relationship Associate
Yacine El-Mohri
Yacine El-Mohri
Fixed Income Research Analyst
Joseph Elefante
Institutional
Joseph Elefante
Regional Investment Consultant
Omar Elgamal
Portfolio Management
Omar Elgamal
Portfolio Analyst
David G. Ely, CFA
Portfolio Management
David G. Ely, CFA
Portfolio Manager

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