Jeff Whitaker

President & CEO

Jeannette Owen Roegge

Chief Fiduciary Officer

Jason Seney

Vice President, Senior Trust Officer

David Miller

Vice President And Trust Tax Officer

Leslie Smith

Senior Managing Director

Kristi Bledsoe Henry

Vice President, Financial Planning

Chris Young

Director | Thematic Equity Portfolio Manager

Joel Friedman

Chief Financial Officer And Treasurer

Melanie Risinger

Vice President, Tax Reporting

Stacy Murchison

Senior Managing Director And Chief Marketing Officer

Alexis Baker

Business Development Assistant

Lynn Panagos

Chief Client Service And Operations Officer

Erika Campos

Business Development And Client Services Assistant

Michael S. Gildenhorn

Senior Managing Director

Kristen Barstow

Vice President

Craig Pernick

Senior Managing Director Investment Management

Spencer Smith

Head Of Institutional Investments, Global Equity Portfolio Manager

Tanisha S.

Vice President | Sr. Compliance Officer

Bill Gentry

VP Senior Systems Engineer

Gregory K. Soueid

Managing Director - Chief Technology Officer (cto)

Larry Fisher

President - Family Wealth

Matthew Craun

Administrator

Justin S. Liberti

Director

Deborah Gandy

Senior Managing Director

Tapfuma Chibaya

Portfolio Manager & Equity Analyst