Truman Semans
Senior Advisor
Amy Seto, CPA
Endowments & Foundations Senior Advisor
Elizabeth Severn
Family Office Operating Officer
Jackson Seymour
OCIO Portfolio Analyst
Roddy Seymour-Williams, CFA
Equity Research Analyst
Sam Shah, CFA
Head of Investment Risk
Haseem Shah
Equity Research Analyst
Sydney Shapiro
Events Manager
John Sharkey, CFP®
Strategic Advisor
Blake Sheehan
Portfolio Manager; Deputy Head of PCE&F Business & Co-Head of Baltimore Private Client
Ian Shepel
Private Client Senior Relationship Associate
Steve Shutz, CFA
Head of Municipal Fixed Income & Portfolio Manager
Kristen Siciliano
Private Client Relationship Advisor
Stuart Siciliano
Washington Operating Officer
Jacqueline Siino
Relationship Manager