Ali Bayler
Private Client
Ali Bayler
Portfolio Manager
Keryn Brock
Keryn Brock
Head of Institutional Endowment and Foundation Business
Megan S. Brune
Megan S. Brune
Relationship Advisor
Chris Chalke
Chris Chalke
Relationship Advisor
Lauren Dell
Lauren Dell
Strategic Advisor
James Dugan, CFA
James Dugan, CFA
Portfolio Manager
Taylor Graff, CFA
Taylor Graff, CFA
Head of Asset Allocation Research
Matthew Gray
Matthew Gray
Portfolio Manager
Phené Jean-Claude
Phené Jean-Claude
Private Client Relationship Advisor
Jane Korhonen, CFA
Jane Korhonen, CFA
Portfolio Manager
Derrick Leak
Derrick Leak
Relationship Advisor
Christopher Moran
Christopher Moran
Private Client Relationship Advisor
Jeanne O'Neill, CTFA
Client Service
Jeanne O'Neill, CTFA
Relationship Advisor

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