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Stephanie McCormick
Portfolio Manager, Head of New York Private Client
Catherine McDonnell
Portfolio Manager
Private Client
Lindsay McDonough
Private Client Senior Accounting Associate, Family Office
Sarah McGovern
Senior Client Service Associate
Leadership
Sargent McGowan, CFA
CIO of U.S. Endowments & Foundations
Messaging
Matt McKenna
Messaging Strategist, Digital
Strategic Advisory
Christopher McLean, CTFA, JD
Strategic Advisor, Family Office
Kathryn McManus
Private Client Relationship Advisor
Client Service
Tanika L. McNair, FPQP
Private Client Relationship Advisor
Kathleen McQuiggan
Portfolio Manager
Sean McTernan
Regional Investment Consultant
Institutional
Sarah Mease
Equity Trader
Strategic Advisory
Sean Meehan, CFA®
Strategic Advisor, Family Office
Sarah Mellor
ISG Senior Relationship Associate
Valeria Mendizabal
Portfolio Analyst
Messaging
Nana Mensah
Messaging Analyst, U.S. PCE&F
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