Tanika McNair, CTFA
Private Client Relationship Advisor
Sean McTernan
Co-Head of Wealth Distribution
Luke McWright
Endowments & Foundations Sales Associate
Sarah Mease
Equity Trader
Nana Mensah
Marketing Analyst, PCE&F
Greta Meytin
Fiduciary Advisor
Becca Miles
Private Client Senior Relationship Associate
Brendan Miller
APM, Municipal SMAs & Trader
Nina Millman
Head of Private Equity Client Service
Fran Gunther Minges, CTFA, AEP®
Private Client Relationship Advisor
Sandi Moffet
Co-Head of Strategic Advisory
Shawn Mooney, CPA
Controller
Naomi Mosquera
Private Client Relationship Associate
Peter Murphy, CAIA
Private Investment Operations Manager
Tanner Myers
Senior Compliance Officer