Melissa Gately

Director, Marketing Strategy

Olivia Gosdeck

Digital Marketing Manager

Annie Dear

Senior Marketing Strategist

Devon Foster

Senior Marketing Strategist

Kristen Sanchez

Senior Marketing Strategist

Rosella Burke

Relationship Manager

Stephanie Brown

Manager, Investment & Business Systems

Marc Bushallow

Manging Director

Taylor Baker

IT Governance Specialist

Timothy Fitzmorris

IT Governance Analyst

Andrew Denysenko

Software Systems And Data Solutions Manager

Colin Cubit

Performance Analyst

Dana Caffrey

Analyst

Keith Harwood

Fixed Income Analyst

Madeline Kenny

Portfolio Implementation Analyst

Valerie Lindenmuth

Director Of Operations

Richard H.

Trade Processing Team Lead

Jim Kerg

Administrative Project Manager

Austin Hardy

Account Administrator

Charles Rothbart

Network Engineer

Edward Hyder

Network Administrator

Erin G.

Assistant Account Administrator

Joseph Petrucci

Operations Analyst

Rachael Osterhoudt

Senior Asset Management Associate

Laura Thompson

Senior Financial & Business Analyst

Jess Kushner

Chief Compliance Officer

Samantha Larew

Co-director Of Compliance

Allison Didiego

Compliance

Elizabeth Curwin

Legal Counsel

Jennifer Nau

Senior Compliance Analyst

Liam McMahon Cmt

Risk Officer

James Slentz

Portfolio Manager

Justin Villa

Senior Equity Research Analyst - Capital Goods & Materials Group

Lucy Qian

Fixed Income Research Associate

John Beitter

Senior Equity Research Analyst

Cfp® Dana Vosburgh

Managing Director, Advisory Services

John Mitchell

Managing Director & Portfolio Manager

Diane Schneider

Trader

Brian Dimarzo

Senior Trader

Danny Hansen

Fixed Income Senior Associate

Christopher Petrosino

Head Of Investments, Wealth Management

Shawn Sanderson

Senior Product Manager

Douglas Hilfiker

Senior Financial Consultant

Ben Schreiber

Senior Talent Acquisition Specialist

Lucas Dorsey

Fixed Income Analyst