George Russell IV
Alternative Asset Analyst
George Sakellaris, CFA
Portfolio Manager
Tyler Sanders
Production Support Manager
Chirag Sapra
Equity Research Analyst
Bryan Scanlon, CPA
Assistant Controller
Victoria Schlotterback, CPA
Sustainable Investment Strategist
David Schuster
Portfolio Manager
Jennings Schweizer
AI Business 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
Head of Municipal Fixed Income & Portfolio Manager