Lily Andersson
Associate Client Advisor
Josh Bannon
Trade Support Analyst
Olivia Chan
Private Client Relationship Advisor
Meghan Fogel
Senior Systems Analyst
Nicoletti Frank
Associate Portfolio Manager
Madison Freeze, CIMA®
Regional Investment Consultant
Daniel Heindel
Alternative Asset Specialist
Chandler Jackson
Executive Assistant
Chelsea Jackson
Institutional Portfolio Specialist
Bob Jarvis
Private Client Senior Relationship Associate
Zack Johnson
Senior Cash Management Analyst
Colin Kampfe, CAIA
Portfolio Manager
Mia Karides, CPA
PC Relationship Advisor & Austin Operating Officer
Nathan Kelly
Director, Impact Investing
Callie Kiser
Private Client Relationship Associate