Matt Smith, CFP®, CTFA
Portfolio Analyst
Eleanor Smith
Associate Portfolio Manager
Andrew Smith
Portfolio Analyst
Paul Snyder
Strategic Advisor
Maria Sobus, CTFA
Private Client Relationship Advisor
Katie Socolow, CFA
Associate Portfolio Manager
Ayudhia Sofyan
Senior Trade Support Analyst
Stephanie Song
Private Client Relationship Advisor
Ryan Soranno, CTFA
Private Client Senior Relationship Associate
Dan Spiegel, CPA
Private Investment Specialist
Grace Spurrier
RFP Associate
Nick Squillacote
Private Client Senior Relationship Associate
Emily St. John
Regional Manager, OSG
Luke Staczek
Portfolio Analyst
Craig Standish
Head of Boston Office & Co-Head of Strategic Advisory