Ayan Adu
Ayan Adu
Private Client Senior Relationship Associate
Terri Balaran
Terri Balaran
Portfolio Manager
Will Ball, CFA
Will Ball, CFA
Associate Portfolio Manager
John Beaty, CIC
John Beaty, CIC
Portfolio Manager
Alda Boateng, J.D.
Alda Boateng, J.D.
Strategic Advisor
Vince Burke
Vince Burke
Senior Advisor
Alicia Burnham
Alicia Burnham
Private Client Relationship Advisor
Kate Cavin
Kate Cavin
Portfolio Manager
Chris Chalke
Chris Chalke
Head of Client Service, US PCE&F
John Chapoton, Esq.
John Chapoton, Esq.
Strategic Advisor
Belinda Cook
Belinda Cook
Private Client Relationship Advisor
Ian Dandridge
Ian Dandridge
Senior Financial Analyst
John Devine, CPA
John Devine, CPA
Strategic Advisor
Taylor Eaton
Taylor Eaton
Office Solutions Associate
Omar Elgamal
Omar Elgamal
Senior Portfolio Analyst
Eliza Erikson
Eliza Erikson
Head of Impact Investing & Advice