Shane Ransom
Portfolio Manager, ISG
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
Andrew Smith
Portfolio Analyst
Eleanor Smith
Associate Portfolio Manager
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
Casey Ulehla
ISG Research Analyst
Sally Walker
Tax Director, Fiduciary & Private Client
Olivia Walsh
Portfolio Analyst