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
Senior Portfolio Analyst
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
Nicholas Taylor, CFA
Portfolio Manager
Dune Thorne, CTFA
Chief Strategy Officer - U.S. Private Client
Anne Tiffin, CTFA
Private Client Relationship Advisor & Boston Operating Officer
Bo Torbert
Portfolio Analyst
Charlie Townshend
Portfolio Manager