Megan S. Brune
Megan S. Brune
Relationship Advisor
Chris Chalke
Chris Chalke
Relationship Advisor
Lauren Dell
Lauren Dell
Strategic Advisor
James Dugan, CFA
James Dugan, CFA
Portfolio Manager
Taylor Graff, CFA
Taylor Graff, CFA
Head of Asset Allocation Research
Matthew Gray
Matthew Gray
Portfolio Manager
Phené Jean-Claude
Phené Jean-Claude
Private Client Relationship Associate
Jane Korhonen, CFA
Jane Korhonen, CFA
Portfolio Manager
Derrick Leak
Derrick Leak
Relationship Advisor
Christopher Moran
Christopher Moran
Private Client Relationship Advisor
Jeanne O'Neill, CTFA
Client Service
Jeanne O'Neill, CTFA
Relationship Advisor
Brandon Parrish, CFA, CAIA
Brandon Parrish, CFA, CAIA
Portfolio Manager
Meera Patel, CFA
Meera Patel, CFA
Director of Private Investment Research

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