Lisa Fillingame Abraham
Institutional
Lisa Fillingame Abraham
Director of Fixed Income ESG Research
Ayan Adu
Private Client
Ayan Adu
Private Client Relationship Analyst
Theresa Balaran
Portfolio Management
Theresa Balaran
Portfolio Manager
Will Ball
Portfolio Management
Will Ball
Portfolio Analyst
Ben Bayat
NextGen Venture Partners
Ben Bayat
Managing Partner, NextGen Venture Partners
Terry Beaty, Jr., CIC
Terry Beaty, Jr., CIC
Portfolio Manager
Evan Boden, CFA
Portfolio Management
Evan Boden, CFA
Associate Portfolio Manager
Olivia Brown
Private Client
Olivia Brown
Private Client Relationship Analyst
Vincent Burke
Vincent Burke
Senior Advisor
Alicia Burnham
Client Service
Alicia Burnham
Private Client Relationship Advisor
Kate Cavin
Portfolio Management
Kate Cavin
Associate Portfolio Manager
Chris Chalke
Chris Chalke
Client Service Practice Lead
Buck Chapoton
Buck Chapoton
Strategic Advisor
Noor Chaudhry
Noor Chaudhry
Platform Associate, NextGen Venture Partners
John Devine
John Devine
Strategic Advisor
Katelyn Estrich
Katelyn Estrich
Private Client Relationship Advisor

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