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More about Cindy
Cindy Beale
Senior Client Service Associate
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More about Juli
Juli Blum
Client Development Manager
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More about Wendy
Wendy Borden
Administrative Assistant
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More about Laura
Laura Carr
PRINCIPAL, CHIEF ADVISORY OFFICER
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More about Gosia
Gosia K. Elashmawy, CFP®
Advisory Strategy Manager, Financial Advisor
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More about Courtney
Courtney Evans
Portfolio Accountant
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More about Dan
Dan Feeser
Director of Investment Reporting
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More about Tammy
Tammy Galusky
Client Service Associate
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More about Susan
Susan Gleason
Controller
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More about John
John Goodman
Client & Investment Operations Manager
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More about Marsha
Marsha Gray
Senior Operations Associate
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More about Michael
Michael Green
Client Service Associate
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More about Sarah
Sarah Jones
Senior Client Service Associate
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More about Mela
Mela Kuzmeko
Operations Associate
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More about Paul
Paul Lamari, JD
General Counsel, Chief Compliance Officer
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More about Bryan
Bryan Lopez, CFA®
Principal, Chief Financial Officer, Senior Portfolio Manager, Shareholder
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More about Tanika
Tanika McNair FPQP™
Senior Client Service Associate
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More about Ken
Ken Myers
Client & Investment Operations Manager
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More about Joan
Joan Ranucci
CLIENT SERVICE ASSOCIATE
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More about Te'Chera
Te'Chera St. Rose, SHRM-CP
HR Business Partner
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More about Betsy
Betsy Thropp
Administrative Assistant
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More about Todd
Todd Wickwire
CHIEF EXECUTIVE OFFICER, SHAREHOLDER
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More about Jackie
Jackie Williams
Senior Portfolio Accountant
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More about Dorothy
Dorothy Zimmerman
Senior Client Service Associate