Stephanie Luong
Private Client Relationship Associate
Lisa Mancini
Director of Operations
Adam Mantin, CFA
Portfolio Manager
Xavier Martinez
Private Client Relationship Advisor
Ray McClure
Portfolio Manager
Kathryn McManus
Private Client Relationship Advisor
Marshall Moore
Business Analyst, U.S. Private Client Endowments and Foundations
Monica Musho
Associate Portfolio Manager
Grant Noble
Private Client Relationship Associate
Carlos Sanchez
Private Client Senior Relationship Associate
Jillian Seifert
Strategic Advisor
Sydney Shapiro
Events Manager
John Sharkey, CFP®
Strategic Advisor
Ian Shepel
Private Client Senior Relationship Associate
Stuart Siciliano
Washington Operating Officer