Chirag Sapra
Equity Research Analyst
Ethan Sawyer
Business Development Associate
Bryan Scanlon, CPA
Assistant Controller
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
Blake Sheehan
Portfolio Manager & Co-Head of Baltimore Private Client
Steve Shutz, CFA
Portfolio Manager, Director of Tax-Exempt Fixed Income Business
Adam D. Silver, CFA
Fixed Income Research Analyst
Amanda Sinchak
Equity Manager