Stuart Long
Senior Client Service Associate
Hailey Lui
Private Client Relationship Associate
Erin Lujan
Private Client Relationship Advisor
Sara Ma
Private Client Relationship Associate
Jack MacDonald, CFA
Portfolio Manager
Julie Mackin, CTFA
Private Client Relationship Advisor
Monica Malishchak, ATFA, CISP, CTFA
Private Client Relationship Advisor
J. Kyle Manley
Client Advisor
William Manning, CFP®
Private Client Senior Relationship Associate
Adam Mantin, CFA
Portfolio Manager
Patrick Mariolle
Private Client Relationship Associate
Craig Martin, CFA
Portfolio Manager and Nashville Operating Officer
Xavier Martinez
Private Client Relationship Advisor
Billy Mathews, CFA
Portfolio Manager
Ian McAbeer, CFA
Portfolio Manager