Meet your team.
We're Hiring
Craig Cairns,
President
Mary Lisa Sisson
Vice President,
Director of Client Service
Casey Ryan,
Vice President,
Senior Portfolio Manager
Ryan Tomko, CFP®, Portfolio Manager
Stefan Astheimer,
Vice President, Portfolio Manager
Charity Willett,
Fixed Income Associate
Greg Farrell,
Vice President,
Senior Portfolio Manager
Billy Cooper,
Investment Management Planner
John Trentacoste,
Director of Fixed Income
Emily Lambert,
Vice President,
Operations Manager
Brett Boyer,
Junior Equity Analyst
Elizabeth Perry,
Portfolio Operations Manager
Dylan Potter, CFP®,
Vice President, Portfolio Manager
Sarah Swan,
Vice President, Client Experience
Mark Thompson,
Equity Analyst
Nancy Sutton,
Senior Client Service Manager
Karen Spinello,
Receptionist,
Administrative Assistant
Todd Artwell,
Fixed Income
Senior Strategy Manager