Gregory Curtis

Managing Director

Matthew Pagnotta

Senior Associate Advisor

Jeffrey Steiner

Advisor

Gretchen Shoup

COO & Managing Director

Jeff Moyer

Managing Director, Head Of Advisory Team

Owen Zajdel

Director

Chad Cribbs

Director

Jamie Linhart

Director

Jessica Lattanzio

Client Account Administrator

David Morris

Head of Manager Research & Managing Director

Briana Azzardi

Manager Research Coordinator

Luke Zahren

Research Analyst

Tyler Crawley

Performance Analyst

Jake Trainor

Manager Research Analyst

Chris Conti

Senior Client Account Administrator

Johanna Matsui

Senior Client Account Administrator

Zachary Nolan

Performance Analyst

Michele Gilliland

Administrative Assistant & Office Manager