Jerry L. Adams, Jr.
Strategic Advisory
Jerry L. Adams, Jr.
Private Client Tax Advisor
Mia Antonelli
Strategic Advisory
Mia Antonelli
Private Client Tax Associate
Steven Borsje
Accounting & Finance
Steven Borsje
Finance Business Partner
Allison Brill
Allison Brill
Strategic Advisor
Courtney K. Brust
Courtney K. Brust
Strategic Advisor
Bryan Carney
Private Client
Bryan Carney
Senior Business/ Portfolio Analyst
Buck Chapoton
Buck Chapoton
Strategic Advisor
Lauren Dell
Lauren Dell
Strategic Advisor
John Devine
John Devine
Strategic Advisor
Stuart B. Dorsett
Stuart B. Dorsett
Co-Head of Strategic Advisory; Head of Carolinas Office
Edward K. Dunn, III
Edward K. Dunn, III
Strategic Advisor
Joseph Ferlise
Joseph Ferlise
Strategic Advisor
Bridget Fitzgerald, CFP
Strategic Advisory
Bridget Fitzgerald, CFP
Strategic Advisor
Ariel Fortunato, CFP®, CTFA
Strategic Advisory
Ariel Fortunato, CFP®, CTFA
Strategic Advisor
Georgina Guy
Georgina Guy
Head of International Strategic Advisory

Diversity, Equity and Inclusion

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