Kenneth Stuzin, CFA

Kenneth Stuzin, CFA

Portfolio Manager
Rebecca Sugarman

Rebecca Sugarman

Chief Human Resources Officer
Rachel Sullivan

Rachel Sullivan

Private Client Senior Relationship Associate
Emalie Sundale

Emalie Sundale

Strategic Advisor
Eric Sweeney

Eric Sweeney

Senior Operations Project Manager
Abby Tadder

Abby Tadder

Private Client Relationship Associate
Linda Tan

Linda Tan

Head of Internal Audit
Justin Tan

Justin Tan

Business Development Associate
Alex Tanouye

Alex Tanouye

Chief Fiduciary Officer
Andy Tanton

Andy Tanton

Equity Trader
Nicholas Taylor, CFA

Nicholas Taylor, CFA

Portfolio Manager
Laine Teramo

Laine Teramo

ISG Relationship Advisor
Reena Thadhani

Reena Thadhani

Strategic Advisor
Richard Thomason

Richard Thomason

Head of Compliance - International Business
Bertie Thomson, CFA

Bertie Thomson, CFA

Portfolio Manager
Dune Thorne

Dune Thorne

Chief Strategy Officer - U.S. Private Client