Sidney Ahl, CFA
Co-CIO of Private Client, Endowments & Foundations
Kaleb Assefa
CIO Investment Analyst
Lindsay H. Avbuluimen
Fixed Income Research Analyst
Morgan Barr
ISG Research Analyst
Danielle Barrett
Client Advisor
Marc Bernhardt
Relationship Manager
Emily Birge
Private Client Relationship Advisor
Evan Boden, CFA
ISG Research Analyst
Tess Bradshaw
Private Client Senior Relationship Associate
Jim Capezio, CPA
Fund Operations Specialist
Becky Cheney
Relationship Manager
Eleanor Clark
Portfolio Analyst
Alyssa Colicchio
Private Client Relationship Associate
Liz Cook, CFA
ISG Research Analyst
Joe Cozza
Senior Advisor