Jim Iacoi, J.D.
Private Client Senior Relationship Associate
Elsa Iovanella
PCE&F Sustainable Investing Specialist
Chris Keller
Partner, NextGen Venture Partners
Julia Koron
Business Intelligence Analyst
Tyler Lewis
Portfolio Manager
Matt Lockwood
Associate Portfolio Manager
Sandy Lowden
Senior Investment Operations Associate
Julie Mackin, CTFA
Private Client Relationship Advisor
Emily Dwyer MacLellan
Portfolio Manager
Carlie Mangine
Executive Assistant
Emily Marquardt
Senior Client Relations Associate
Kathleen McQuiggan
Portfolio Manager
Matt Metsch
Strategic Advisor
Christopher Moran
Private Client Relationship Advisor
Ashley Dunbar Natova
Associate Portfolio Manager