Matt Lockwood
Private Client
Matt Lockwood
Associate Portfolio Manager
Emily Lofties
Portfolio Management
Emily Lofties
Portfolio Analyst
Bailey Logan, CFP®
Strategic Advisory
Bailey Logan, CFP®
Strategic Advisor, Family Office
Keegan Long
Messaging
Keegan Long
Events Specialist
W. Travis Long
Operations
W. Travis Long
Senior Operations Business Analyst
Sandy Lowden
Private Client
Sandy Lowden
OCIO Relationship Associate
Jake Lubel
Jake Lubel
Equity Research Analyst
Erin Lujan
Private Client
Erin Lujan
Private Client Senior Relationship Advisor
Jack MacDonald, CFA
Jack MacDonald, CFA
Portfolio Manager
John Mai
Information Technology
John Mai
Senior Technical Manager
Monica Malishchak, CTFA
Monica Malishchak, CTFA
Private Client Relationship Advisor
Peter G. C. Mallinson
Peter G. C. Mallinson
Member, Brown Advisory Limited, International Advisory Board
Lisa Mancini
Lisa Mancini
Director of Operations
William Manning
Private Client
William Manning
Private Client Relationship Associate
Adam Mantin, CFA
Portfolio Management
Adam Mantin, CFA
Portfolio Manager
Patrick Mariolle
Private Client
Patrick Mariolle
Private Client Relationship Associate