Erika Pagel
Erika Pagel
Portfolio Manager, Co-CIO of Private Client, Endowments & Foundations
Brandon Parrish, CFA
Brandon Parrish, CFA
Portfolio Manager
Allie Pryshlak
Allie Pryshlak
Portfolio Analyst
Jillian Reuter
Jillian Reuter
Equity Research Analyst
Emma Rigol
Emma Rigol
Senior Fund Operations Analyst
Angela Rizzo
Angela Rizzo
Private Client Relationship Advisor
Emily Roy, CTFA
Emily Roy, CTFA
Private Client Relationship Advisor
Tom Ruth
Tom Ruth
Associate Portfolio Manager
Caroline Sacks, J.D., LLM
Caroline Sacks, J.D., LLM
Strategic Advisor
Jackson Seymour
Jackson Seymour
Senior Business Intelligence Analyst
Christina Shanahan Davie
Christina Shanahan Davie
Private Client Relationship Advisor
Kristen Siciliano
Kristen Siciliano
Private Client Relationship Advisor
Tom Simunovic
Tom Simunovic
Investment Specialist, Large Cap Sustainable Growth
Emily St. John
Emily St. John
Regional Manager, OSG
Craig Standish
Craig Standish
Head of Boston Office & Co-Head of Strategic Advisory
Mike Stoddard
Mike Stoddard
Senior Portfolio Analyst