Alexa Model
Strategic Advisor
Sandi Moffet
Co-Head of Strategic Advisory
Daniel Mooney, CFA
Director of Equity Research
Shawn Mooney, CPA
Controller
Jay Moore
Senior Advisor
Christopher Moran
Private Client Relationship Advisor
Joshua Morehouse
Technical Director, Information Security & Technology Site Lead, London Office
Wistar Morris III, J.D.
Client Strategist & Head of the Charlottesville Office
Naomi Mosquera
Private Client Relationship Associate
Billy Mott, CFP®
Private Client Relationship Advisor
Alex Mudd
Private Client Relationship Associate
Toshiyuki Murasawa
Head of Japan Business Development
Peter Murphy, CAIA
Private Investment Operations Manager
Ryan Myerberg
Portfolio Manager
Jeff Myers, CFA
Associate Portfolio Manager