Jay Moore
Senior Advisor
Marshall Moore
Business Analyst, U.S. Private Client Endowments and Foundations
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
Monica Musho
Associate Portfolio Manager
Jeff Myers, CFA
Associate Portfolio Manager
Emily Nalls
Research Institute Analyst
Ashley Dunbar Natova
Associate Portfolio Manager
David Nichols, CFA
Portfolio Manager
Grant Noble
Private Client Relationship Associate
Berk Nowak, CAIA, CFA
Portfolio Manager
Maggie Nugent, CTFA
Private Client Relationship Advisor
Ethan O'Malley
Associate Portfolio Manager