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Managing Directors
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Elizabeth Watkins
COO & Chief Compliance Officer
Jeff Rennert
Chief Information Officer
Andrew Krei
Head, Investment Research
Eric Schmitz
Director, Public Markets
Maureen Costello
Senior Project Manager
Bob Peterson
Senior Wealth Advisor, Portfolio Advisory Services
Mitchell Prosk
Senior Client Advisor
James Wood
Senior Client Advisor
Tony Wright
Senior Client Advisor
Anthony Wright
Senior Client Advisor
Gary Gawryleski
Senior Client Advisor
Blake Durham
Client Advisor
Chris Jauch
Client Advisor
Dustin Wolk
Wealth Advisor, Portfolio Advisory Services
Shanna Venne
Wealth Advisor
Patrick Malloy
Director Of Tax
Jeffrey Robbins
Senior Financial Analyst
