Mariapia Poggi
Private Client Relationship Associate
Christian Remmler
Private Client Relationship Associate
Monica (Musho) Ross
Associate Portfolio Manager
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
Matt Smith, CFP®, CTFA
Strategic Advisory Associate
Stephanie Song
Private Client Relationship Advisor
Shooter Starr
Head 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