Stephanie McCormick
Portfolio Manager
Catherine McDonnell
Portfolio Manager
Sarah McGovern
Senior Client Service Associate
Quinn McLaughlin
Portfolio Analyst
Kathryn McManus
Private Client Relationship Advisor
Tanika McNair, CTFA
Private Client Relationship Advisor
Kathleen McQuiggan
Portfolio Manager
Becca Miles
Private Client Senior Relationship Associate
Fran Gunther Minges, CTFA, AEP®
Private Client Relationship Advisor
Jay Moore
Senior Advisor
Christopher Moran
Private Client Relationship Advisor
Naomi Mosquera
Private Client Relationship Associate
Billy Mott, CFP®
Private Client Relationship Advisor
Alex Mudd
Private Client Relationship Associate
Jeff Myers, CFA
Associate Portfolio Manager