Truman Semans
Truman Semans
Senior Advisor
Amy Seto, CPA
Amy Seto, CPA
Endowments & Foundations Senior Advisor
Elizabeth Severn
Elizabeth Severn
Family Office Operating Officer
Shaily Shah
Shaily Shah
Private Equity Analyst
Blake Sheehan
Blake Sheehan
Portfolio Manager & Co-Head of Baltimore Private Client
Steve Shutz, CFA
Steve Shutz, CFA
Portfolio Manager, Director of Tax-Exempt Fixed Income Business
Amanda Sinchak
Amanda Sinchak
Equity Manager
Tyler Smith
Tyler Smith
Portfolio Manager
Paul Snyder
Paul Snyder
Strategic Advisor
Maria Sobus, CTFA
Maria Sobus, CTFA
Private Client Relationship Advisor
Katie Socolow
Katie Socolow
Associate Portfolio Manager
Grace Spurrier
Grace Spurrier
RFP Associate
Sharon Stansbury
Sharon Stansbury
Senior Billing Specialist
Christian Starr
Christian Starr
Institutional Portfolio Specialist
George Stewart
George Stewart
Marketing Specialist, PCE&F
James Stierhoff
James Stierhoff
Portfolio Manager & Co-Head of Baltimore Private Client