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More about Todd
Todd Wickwire
Chief Operating Officer
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More about Cindy
Cindy Beale
Senior Client Service Administrator
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More about Juli
Juli Blum
Client Development Manager
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More about Kevin
Kevin Duval
Senior Manager Information Systems
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More about Gosia
Gosia K. Elashmawy, CFP®
Client Advisor
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More about Tammy
Tammy Galusky
Client Service Administrator
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More about Susan
Susan Gleason
Controller
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Marsha Gray
Senior Operations Associate
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More about Sarah
Sarah Jones
Senior Client Service Administrator
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More about Paul
Paul Lamari, JD
In-House Counsel
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More about Bryan
Bryan Lopez, CFA
Partner, Director of Research and Senior Portfolio Manager
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More about Tanika
Tanika McNair
Senior Client Service Administrator
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More about Ken
Ken Myers
Senior Investment Operations Associate
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More about Ryan
Ryan Pollard
Partner, Director of Operations
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More about Jackie
Jackie Williams
Senior Portfolio Accountant
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More about Dorothy
Dorothy Zimmerman
Senior Client Service Administrator