Brien White
Chief Operating Officer
Nicole White
Private Equity Analyst
Kaneda Whitley
Technology Project Manager
Peter Whitney, CAIA, CFA
Head of Private Investment Research
Lara Wigan
Equity Research Analyst
Tricia Willertz
HR Manager
Doug Williams, CFA
Investment Specialist
Chandress Williams, ChFC®, CPWA®
Strategic Advisory Associate
George Williams
Private Client Senior Relationship Associate
Ellie Williams
Portfolio Analyst
Sade Williams
Private Client Accounting Associate
Matt Willis
Chief Information Security Officer
Angela Wilson
Sustainable Investment Strategist
Chris Wilson
Client Advisor
Georgina Witter
Business Development Associate