Meet Your Team.
Craig Cairns
President
TODD ARTWELL
FIXED INCOME SENIOR STRATEGY MANAGER
STEFAN ASTHEIMER
VICE President, STRATEGY
BRETT BOYER
JUNIOR EQUITY ANALYST
BILLY COOPER
INVESTMENT MANAGEMENT PLANNER
GREG FARRELL
VICE President, SENIOR PORTFOLIO MANAGER
EMILY LAMBERT
VICE President, OPERATIONS MANAGER
STEVEN MACNAMARA, CFA
DIRECTOR OF EQUITIES
ELIZABETH PERRY
PORTFOLIO OPERATIONS MANAGER
DYLAN POTTER, CFP®
VICE PRESIDENT, PORTFOLIO MANAGER
CASEY RYAN
VICE President, SENIOR PORTFOLIO MANAGER
MARY LISA SISSON
VICE President, DIRECTOR OF CLIENT SERVICE
KAREN SPINELLO
RECEPTIONIST, ADMINISTRATIVE ASSISTANT
NANCY SUTTON
SENIOR CLIENT SERVICE MANAGER
SARAH SWAN
VICE President, CLIENT EXPERIENCE
MARK THOMPSON
EQUITY ANALYST
RYAN TOMKO, CFP®
PORTFOLIO MANAGER
JOHN TRENTACOSTE
DIRECTOR OF FIXED INCOME
CHARITY WILLETT
FIXED INCOME ASSOCIATE