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
Nate Hendrixson
Private Client Relationship Associate
Sam R Johnson
Portfolio Manager
Sara King, CTFA, AEP®
Private Client Senior Relationship Associate
Rob LeBlanc
Private Client Senior Relationship Associate
Joyce Li, CFA
Portfolio Manager
William Manning, CFP®
Private Client Senior Relationship Associate
David Nichols, CFA
Portfolio Manager
Erin Piretti
Private Client Relationship Advisor