Jack Donahue
Portfolio Analyst
Kyle Dugal
Private Client Senior Relationship Associate
Kelsey Dunn, CFA
Senior Portfolio Analyst
Tyler Dunn
Portfolio Analyst
Brad Dunn
Portfolio Manager
Connor Eagleson, CFP®
Private Client Relationship Advisor
Ali Edwards
San Francisco Operating Officer
Elyse Edwards
Private Client Relationship Associate
Omar Elgamal
Senior Portfolio Analyst
Dave Ely, CFA
Portfolio Manager
Katelyn Estrich
Private Client Relationship Advisor
Meredith Shuey Etherington
Portfolio Manager
Blair Farinholt
Associate Portfolio Manager
Benjamin Fass
Associate Portfolio Manager
James Ferguson
COO of U.S. Private Client, Endowments and Foundations Business