Michael Lau
Portfolio Manager
Derrick Leak
Private Client Relationship Advisor
Rob LeBlanc
Private Client Senior Relationship Associate
Lulu Lemken
Private Client Relationship Associate
Tyler Lewis
Portfolio Manager
CJ Liang
Portfolio Analyst
Matt Lockwood
Associate Portfolio Manager
Emily Lofties
Senior Portfolio Analyst
Travis Long
Senior Operations Business Analyst
Stuart Long
Client Service Associate
Erin Lujan
Private Client Relationship Advisor
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