Sean McTernan
Regional Investment Consultant
Luke McWright
Business Development Proposal Associate
Sarah Mease
Equity Trader
Nana Mensah
Marketing Analyst, PCE&F
Greta Meytin
Fiduciary Advisor
Becca Miles
Private Client Senior Relationship Associate
Molly Miller
Investment Compliance Team Lead
Brendan Miller
Portfolio Analyst
Nina Millman
Head of Private Equity Client Service
Fran Gunther Minges, CTFA
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