Katelyn Estrich
Private Client Relationship Advisor
Meredith Shuey Etherington
Portfolio Manager & Head of the San Francisco Office
Paige Etris
Private Client Relationship Associate
Blair Farinholt
Associate Portfolio Manager
Benjamin Fass
Associate Portfolio Manager
James Ferguson
COO of U.S. Private Client, Endowments and Foundations Business
Sam Ferreira
Senior Portfolio Analyst
Kimberly Fetterman
Private Client Relationship Advisor
Eben Finney
Portfolio Manager
Lucas Fisher
Associate Portfolio Manager
Matt Fleming
Portfolio Manager
Ryan Flury
Portfolio Manager
Dylan Frank, CFA
Senior Portfolio Analyst
Nicoletti Frank
Associate Portfolio Manager
Craig Fravel
Senior Advisor