Megan S. Brune
Megan S. Brune
Relationship Advisor
Joey Cahalan
Joey Cahalan
Sales Associate
Geoffrey Carey, CFA
Geoffrey Carey, CFA
Portfolio Manager
Chris Chalke
Chris Chalke
Relationship Advisor
Joseph Cozza
Joseph Cozza
Portfolio Manager
Lauren Dell
Lauren Dell
Strategic Advisor
Stuart B. Dorsett
Stuart B. Dorsett
Strategic Advisor; Co-Head of Strategic Advisory
James Dugan, CFA
James Dugan, CFA
Portfolio Manager
Randi Engelbrecht
Randi Engelbrecht
Private Client Relationship Advisor
Eben Finney, III
Eben Finney, III
Portfolio Manager
Douglas Godine, CFA
Douglas Godine, CFA
Head of Private Client Business Development
Allan D. House
Allan D. House
Portfolio Manager
Jane Korhonen, CFA
Jane Korhonen, CFA
Portfolio Manager
Derrick Leak
Derrick Leak
Relationship Advisor
Kathryn McManus
Kathryn McManus
Private Client Relationship Advisor

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