Tyler Smith
Portfolio Manager
Matt Smith, CFP®, CTFA
Portfolio Analyst
Eleanor Smith
Associate Portfolio Manager
Andrew Smith
Portfolio Analyst
Maria Sobus, CTFA
Private Client Relationship Advisor
Katie Socolow, CFA
Associate Portfolio Manager
Stephanie Song
Private Client Relationship Advisor
Ryan Soranno, CTFA
Private Client Senior Relationship Associate
Nick Squillacote
Private Client Senior Relationship Associate
Shooter Starr
Client Advisor; Director of U.S. Private Client, Endowments and Foundations Business Development
David Stepherson, CFA
Portfolio Manager
Malcolm Stewart
Associate Portfolio Manager
James Stierhoff
Portfolio Manager & Co-Head of Baltimore Private Client
Mike Stoddard
Associate Portfolio Manager
Stephanie Strickland
Private Client Relationship Advisor