Michelle Cozier
Michelle Cozier
Consultant Relations & Institutional Distribution
Joe Cozza
Joe Cozza
Senior Advisor
Edie Crawford
Edie Crawford
Director of Client Accounting & Finance
Austin Cress
Austin Cress
Senior Portfolio Analyst
Will Crimmins, CFA
Will Crimmins, CFA
Portfolio Manager
Skylar Cromwell
Skylar Cromwell
Senior Counsel
Mickey Crowe
Mickey Crowe
Private Client Relationship Advisor
Peter Curteis
Peter Curteis
Business Development Director, Consultants & Direct Institutions
Hayley M. Cushing
Hayley M. Cushing
Senior Business Analyst
John Paul (JP) D'Anna
John Paul (JP) D'Anna
Private Client Relationship Associate
Malorie D'Anniballe
Malorie D'Anniballe
Portfolio Manager
Neil D'Anniballe
Neil D'Anniballe
Manager, Private Client Systems
Leah Daly
Leah Daly
Business Development Associate
Ian Dandridge
Ian Dandridge
Senior Financial Analyst
Larsson Davis
Larsson Davis
Private Equity Investment Platform Director
John Davis, CFA
John Davis, CFA
Co-Head of Wealth Distribution