Bryan Scanlon, CPA

Bryan Scanlon, CPA

Assistant Controller
Missy Scharadin

Missy Scharadin

Delaware Operating Officer
Ted Scharfenberg

Ted Scharfenberg

Private Client Senior Business Analyst & New York Operating Officer
Victoria Schlotterback, CPA

Victoria Schlotterback, CPA

Sustainable Investment Strategist
Paul Schrieber

Paul Schrieber

Portfolio Analyst
David Schuster

David Schuster

Portfolio Manager
Porter Schutt

Porter Schutt

Portfolio Manager
Dalyn Schwartz

Dalyn Schwartz

Senior Office Solutions Associate
Jennings Schweizer

Jennings Schweizer

AI Business Analyst
Kolby Scott

Kolby Scott

Senior Business Development Strategist
Jillian Seifert

Jillian Seifert

Strategic Advisor
Andrew Seiken

Andrew Seiken

Strategic Advisor
Ali Seirafipour

Ali Seirafipour

Corporate Finance Senior Manager
Truman Semans

Truman Semans

Senior Advisor
Amy Seto, CPA

Amy Seto, CPA

Endowments & Foundations Senior Advisor
Elizabeth Severn

Elizabeth Severn

Family Office Operating Officer