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
Matt Smith, CFP®, CTFA
Portfolio Analyst
Stephanie Song
Private Client Relationship Advisor
Shooter Starr
Client Advisor; Director of U.S. Private Client, Endowments and Foundations Business Development
David Stepherson, CFA
Portfolio Manager
Abby Tadder
Private Client Relationship Associate
Alex Tanouye
Chief Fiduciary Officer
Charlie Townshend
Portfolio Manager
Susan Traver
Senior Advisor
Elena Turner
Portfolio Analyst
Brian Vahaly
Senior Advisor