Kelsey Dunn, CFA
Senior Portfolio Analyst
Brad Dunn
Portfolio Manager
Dave Ely, CFA
Portfolio Manager
Ariel Fortunato, CFP®, CTFA
Strategic Advisor
Karina Funk, CFA
Portfolio Manager and Chair of Sustainable Investing
Michael Gaughan, CFA
Portfolio Manager
Andrew Generoso, CFA
OCIO Investment Analyst
Coralea Geraniotis
Private Client Senior Relationship Associate
Sharon Hamel
Private Client Relationship Advisor
Toni Haskins
Private Client Senior Relationship Associate
Chris Holcombe, CFP®
Portfolio Manager
Jim Iacoi, J.D.
Private Client Relationship Advisor
Elsa Iovanella
PCE&F Sustainable Investing Specialist
Chris Keller
Partner, NextGen Venture Partners
Aidan Kenny
Business Intelligence Analyst