Counsel from Seasoned Professionals Who Know You Well

Our experienced and credentialed leadership team includes CPAs, attorneys, bankers, CFPs and CFAs in addition to staff members with other advanced degrees and designations. With a carefully maintained client-to-adviser ratio, you are served for the long term by professionals who know your situation well.

Client Services

President & Chief Investment Officer
Managing Director
COO & Managing Director
Managing Director & Chairman of Investment Committee
Managing Director
Managing Director
Managing Director
Director of Financial Planning
Consultant
Associate Consultant
Associate Consultant
Associate Consultant
Associate Consultant

Firm Operations

Director of Investment Research
Director of National Business Development
Director of Communications
Director of Client Reporting & Operations
Director of Finance and Administration
Manager of Investment Operations & Compliance
Manager of Client Operations
Client Operations Analyst
Investment Communications Analyst
Team Leader, Client Service Assistants
Research Associate
Marketing and Sales Assistant
Performance Analyst
Client Operations Analyst
Client Service Assistant
Research Analyst
Client Operations Associate
Senior Performance Analyst
Project Manager
Research Analyst
Client Operations Analyst
Senior Performance Analyst
Client Service Assistant
Senior Research Analyst
Office Manager
Marketing Manager
Finance and Data Analyst