Meet Your Team

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President

Vice President, Director of Client Service

Vice President, Senior Wealth Manager

Vice President, Operations and chief compliance officer

Vice President, Wealth Manager

Vice President, Wealth Manager

Equity Analyst

WEALTH MANAGER

Vice President, Financial Planner/Portfolio Operations Manager

Wealth Manager

Senior Client Service Manager

Senior Fixed Income Analyst

Director of Equities

Director of Fixed Income

Financial Planner

Vice President, Senior Wealth Manager

Vice President, Wealth Manager

Marketing Manager

Equity Analyst

Client Service Manager & Office Assistant

Portfolio Operations Associate

Fixed Income Associate

Vice President, Estate Strategies