Holly Ross
Portfolio Analyst
Ted Scharfenberg
Private Client Senior Business Analyst & New York Operating Officer
Andrew Seiken
Strategic Advisor
Sam Shah, CFA
Head of Investment Risk
Jacqueline Siino
Relationship Manager
Eleanor Smith
Associate Portfolio Manager
Andrew Smith
Portfolio Analyst
Ryan Soranno, CTFA
Private Client Senior Relationship Associate
Nick Squillacote
Private Client Senior Relationship Associate
Linda Tan
Head of Internal Audit
Laine Teramo
ISG Relationship Advisor
Olivia Walsh
Portfolio Analyst