Henry Cornelson, CFP®
Private Client Relationship Advisor
Louisa Cottrell
Director of International Business Development and Events
Joe Cozza
Senior Advisor
Austin Cress, CFA
Senior Portfolio Analyst
Will Crimmins, CFA
Portfolio Manager
Mickey Crowe
Private Client Relationship Advisor
Hayley M. Cushing
Director of Baltimore Office Operations
John Paul (JP) D'Anna
Private Client Relationship Associate
Malorie D'Anniballe
Portfolio Manager
Lisi Bailliere Dean
Portfolio Manager & Head of the San Francisco Office
Justine Decker
Portfolio Analyst, Impact Investing
Katharine Delaney, CFA
Portfolio Manager
Chris Delfino
Operating Officer, Baltimore Private Client
Chris DeMallie
Private Client Senior Relationship Associate
Aissata Diallo
Private Client Relationship Associate