Kenneth Coe, CFA
Equity Research Analyst
Eunbie Coe
Senior Portfolio Analyst
Sam Coe
Transaction Mgmt, Billing, and Reference Data Manager
Alyssa Colicchio
Private Client Relationship Associate
Marissa Collins
Counsel and Compliance Officer
Mark Collins
Private Equity Manager
Matthew Commodari, CFA
Senior Portfolio Analyst
Archie Comyns
Senior Institutional Sustainable Investing Analyst
Joey Connor
Private Client Relationship Associate
Garritt Conover, CAIA, CFA
Portfolio Manager
Charlie Constable
Head of Private Client, Endowment and Foundation Business
Mia Contreras
Director of Human Resources
Liz Cook, CFA
ISG Research Analyst
Belinda Cook
Private Client Relationship Advisor
Dana Cooksey
Director of US Events