Joshua Perry, CAIA, CFA, FRM
Portfolio Manager
Brigid Peterson
Head of Endowments & Foundations Business
Griffin Pichetti
Strategic Advisory Associate
Shannon Pierce, CPA
Chief Financial Officer
Mike Poggi, CFA
Portfolio Manager
Teresa Pollet
Senior Project Manager
Lisa Posko, CTFA
Private Client Relationship Advisor
John Poulton
Strategic Advisor
David Powell, CFA
Portfolio Manager
Marty Quinn
Senior Product Manager
Charlie Ratcliffe
Private Client Relationship Associate
Brendan Regan
Client Advisor
Connor Reymann
Institutional Portfolio Specialist
Ariana Robles, M.A.
Private Client Senior Relationship Associate
JR Rodrigo, CFA
Portfolio Manager