George Sakellaris, CFA
Portfolio Manager
Joe Sallia
IT Internal Auditor
Tyler Sanders
Production Support Manager
Chirag Sapra
Equity Research Analyst
Ethan Sawyer
Business Development Associate
Bryan Scanlon, CPA
Assistant Controller
Zach Scanlon
Staff Accountant
Victoria Schlotterback, CPA
Sustainable Investment Strategist
David Schuster
Portfolio Manager
Jennings Schweizer
Senior Client Onboarding Analyst
Kolby Scott
Senior Business Development Strategist
Ali Seirafipour
Corporate Finance Senior Manager
Truman Semans
Senior Advisor
Amy Seto, CPA
Endowments & Foundations Senior Advisor
Elizabeth Severn
Family Office Operating Officer