Madeline Altholtz
Madeline Altholtz
Private Client Relationship Analyst
Kiara Benac
Private Client
Kiara Benac
Private Client Relationship Analyst
Ethan Berkwits
Ethan Berkwits
Senior Editor and Content Strategist
Steven Borsje
Private Client
Steven Borsje
Business Analyst
Chris Keller
Chris Keller
Managing Partner, NextGen Venture Partners
Yasmin Cruz
Private Client
Yasmin Cruz
Senior Business Strategist
Megan Curran
Megan Curran
Private Client Relationship Advisor
James Davie, CFA
James Davie, CFA
Fixed Income Credit Analyst
Christina Davie
Christina Davie
Private Client Relationship Associate
Brad Dunn
Brad Dunn
Portfolio Manager
Emily Dwyer
Emily Dwyer
Research Analyst
Ariel Fortunato, CFP®, CTFA
Strategic Advisory
Ariel Fortunato, CFP®, CTFA
Strategic Advisor
Karina Funk, CFA
Karina Funk, CFA
Portfolio Manager; Head of Sustainable Investing
Michael Gaughan
Michael Gaughan
Associate Portfolio Manager
Price Gillock
Price Gillock
Portfolio Analyst
Kelly Goldman
Private Client
Kelly Goldman
Portfolio Analyst

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