Lisa Fillingame Abraham
Institutional
Lisa Fillingame Abraham
Senior ESG Fixed Income Research Analyst
Lily Andersson
Private Client
Lily Andersson
Private Client Relationship Analyst
Theresa Balaran
Portfolio Management
Theresa Balaran
Portfolio Manager
Will Ball
Portfolio Management
Will Ball
Portfolio Analyst
Terry Beaty, Jr., CIC
Terry Beaty, Jr., CIC
Portfolio Manager
Amalia Bilis
Portfolio Management
Amalia Bilis
Portfolio Analyst
Emily Birge
Private Client
Emily Birge
Private Client Relationship Associate
Evan Boden, CFA
Portfolio Management
Evan Boden, CFA
Portfolio Analyst
Jordan Boxer
Information Technology
Jordan Boxer
Systems Analyst
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
Georgia Campbell
Georgia Campbell
Portfolio Analyst
Chris Chalke
Chris Chalke
Client Service Practice Lead
Buck Chapoton
Buck Chapoton
Strategic Advisor
Emily High Daniels
Strategic Advisory
Emily High Daniels
Strategic Advisor

Need help?

Contact Us