Aissata Diallo
Private Client Relationship Associate
Matt DiCenso
Associate Portfolio Manager
Jack Donahue
Portfolio Analyst
Sean Dubois, CFA
Associate Portfolio Manager
Kyle Dugal
Private Client Senior Relationship Associate
Brad Dunn
Portfolio Manager
Tyler Dunn
Portfolio Analyst
Kelsey Dunn
Senior Portfolio Analyst
Connor Eagleson, CFP®
Private Client Relationship Advisor
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 & Head of the San Francisco Office
Blair Farinholt
Associate Portfolio Manager