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Mikhael Balachov
Principal, CEO
Mikhael Balachov
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Roger Hewins
Principal, Founding Member
Martha Post
Principal, Founding Member
John Bussel
Principal, CIO
Michelle McCarthy
Chief Compliance Officer
Michelle Eldridge
Principal, General Counsel
Patrice Cresci
Principal, Senior Financial Advisor, & Regional Director
Thuong Thien
Principal, Senior Financial Advisor
Karl Schwartz
Principal, Senior Financial Advisor, & Regional Director
Carolyn Kelly
Principal & Lead Financial Advisor
Thaymar Sanchez
Marketing Operations Manager
Christine Armstrong
Senior Client Service Specialist
Chris Anderson
Operations Manager And Principal
