Serena Sim
Serena Sim
Head of Asia Intermediary Sales
Tom Simunovic
Tom Simunovic
Investment Specialist, Large Cap Sustainable Growth
Amanda Sinchak
Amanda Sinchak
Equity Manager
Corinne Smeriglio
Corinne Smeriglio
Director of Operations, NextGen Venture Ptnrs
Tyler Smith
Tyler Smith
Portfolio Manager
Matt Smith, CFP®, CTFA
Matt Smith, CFP®, CTFA
Portfolio Analyst
Eleanor Smith
Eleanor Smith
Associate Portfolio Manager
Andrew Smith
Andrew Smith
Portfolio Analyst
Paul Snyder
Paul Snyder
Strategic Advisor
Maria Sobus, CTFA
Maria Sobus, CTFA
Private Client Relationship Advisor
Katie Socolow
Katie Socolow
Associate Portfolio Manager
Ayudhia Sofyan
Ayudhia Sofyan
Senior Trade Support Analyst
Stephanie Song
Stephanie Song
Private Client Relationship Advisor
Ryan Soranno, CTFA
Ryan Soranno, CTFA
Private Client Senior Relationship Associate
Dan Spiegel, CPA
Dan Spiegel, CPA
Private Investment Specialist
Grace Spurrier
Grace Spurrier
RFP Associate