Samuel Blitzer
Senior Portfolio Analyst
Brian Castagna, CTFA
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
Portfolio Analyst
Sam Johnson
Portfolio Manager
Sara King, CTFA
Private Client Senior Relationship Associate
Rob LeBlanc
Private Client Senior Relationship Associate
William Manning
Private Client Relationship Associate
David Nichols, CFA
Portfolio Manager
Erin Piretti
Private Client Relationship Advisor
Christian Remmler
Private Client Relationship Associate
Christina Robinson
Executive Assistant