Michael Neary

Amanda Dice

Vice President - Manager Of Performance Analysis And Client Reporting

James Lowery

Vice President, Marketing/institutional Client Relations

Katherine Schueller

Client Relationship Manager

Lauren Digani

Senior Director, Client Group

Alexander Cyrus

Senior Client Service Associate

Cfp® Katherine Feit

Senior Client Service Associate And Senior Wealth Planner

Zorica Z.

Senior Client Service Associate

Mark Small

Portfolio Manager

Era P.

CRM Program Manager