Janet Trell, CFP®, CTFA
Private Client Senior Relationship Associate
Trey Tune
Portfolio Manager & Head of the Charlotte Office
Elena Turner
Portfolio Analyst
James Tussaud
Portfolio Manager
Taylor Tutrone
Associate Portfolio Manager
Brian Vahaly
Senior Advisor
Christian Ventimiglia, CFA
Portfolio Manager
Durbin Vido
Private Client Relationship Advisor
Brian Vitrano
Private Client Relationship Advisor
Michael Voehringer
Portfolio Analyst
Joe Wade
Senior Advisor
Abigail Walker
Portfolio Analyst
Sarah Ward
Senior Client Service Associate
Catesby Ware
Portfolio Analyst
Alex Weber, CFA
Portfolio Manager