Logie Fitzwilliams
Co-CEO and Partner
Matt Fleming
Portfolio Manager
Ryan Flury
Portfolio Manager
Meghan Fogel
Senior Systems Analyst
Ariel Fortunato, CFP®, CTFA
Strategic Advisor
Trevor Fox
Senior Fee Billing Analyst
Pearson Fox
Tax Manager, Fiduciary & Private Client
Drew Franck
Equity Research Analyst
Nicoletti Frank
Associate Portfolio Manager
Devin Franke, CFA
ISG Research Analyst
David Franklin
Business Intelligence Specialist
Kati Franklin
Executive Assistant
Craig Fravel
Senior Advisor
Katie Freas
Corporate Administrator
Madison Freeze, CIMA®
Regional Investment Consultant