Samuel Blitzer
Associate Portfolio Manager
Brian Castagna, CTFA, AEP®
Fiduciary Advisor
Rachel Ciuci
Fiduciary Oversight Associate
Aissata Diallo
Private Client Relationship Associate
Kimberly Fetterman
Private Client Relationship Advisor
Alex Frey
Portfolio Analyst
Shawn Futch
Senior Portfolio Analyst
Sam R Johnson
Portfolio Manager
Sara King, CTFA, AEP®
Private Client Senior Relationship Associate
Rob LeBlanc
Private Client Senior Relationship Associate
Joyce Li
Portfolio Manager
William Manning, CFP®
Private Client Senior Relationship Associate
David Nichols, CFA
Portfolio Manager
Erin Piretti
Private Client Relationship Advisor
Christina Robinson
Executive Assistant