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
Grace Spurrier
Private Client 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
James Stierhoff
Portfolio Manager & Co-Head of Baltimore Private Client
Mike Stoddard
Associate Portfolio Manager
Stephanie Strickland
Private Client Relationship Advisor
Jason Strzyzewski
Senior Portfolio Analyst
Rachel Sullivan
Private Client Senior Relationship Associate
Abby Tadder
Private Client Relationship Associate
Alex Tanouye
Chief Fiduciary Officer