Case Rohrbacher
Portfolio Analyst
Chris Roof, CFA
Associate Portfolio Manager
George Russell IV
Alternative Asset Analyst
Owen Sabia
Private Client Relationship Associate
George Sakellaris, CFA
Portfolio Manager
Joe Sallia
IT Internal Auditor
Tyler Sanders
Production Support Manager
Chirag Sapra
Equity Research Analyst
Ethan Sawyer
Sales & Relationship Associate
Bryan Scanlon, CPA
Assistant Controller
Zach Scanlon
Staff Accountant
Victoria Schlotterback, CPA
Equity Research Analyst
David Schuster
Portfolio Manager
Jennings Schweizer
Senior Client Onboarding Analyst
Kolby Scott
Senior Business Development Strategist