Derrick Leak
Private Client Relationship Advisor
John Mai
Technical Help Desk Senior Manager
Cam Mathis
Equity Research Analyst
Mike Maxwell
Head of Operations
Reilly Maxwell
Institutional Business Strategist
Carter McCaffery
Senior Alternative Asset Analyst
Jennifer McClintock
Private Equity Relationship Advisor
Kelly McConkey, CFA
Associate Portfolio Manager, Trader
Catherine McDonnell
Portfolio Manager
Matt McKenna
Messaging Strategist, Digital
Quinn McLaughlin
Portfolio Analyst
Andrew McLoughlin
Director of Project Management
Tanika McNair, CTFA
Private Client Relationship Advisor
Sean McTernan
Co-Head of Wealth Distribution
Luke McWright
Endowments & Foundations Sales Associate