Colleagues

LEADERSHIP 

BOARD OF DIRECTORS 

Christopher Rusbuldt, CFA®
Private Client
Christopher Rusbuldt, CFA®
Portfolio Manager and Head of the Richmond Office
Thomas Ruth
Private Client
Thomas Ruth
Associate Portfolio Manager
Owen Sabia
Private Client
Owen Sabia
Private Client Relationship Associate
Caroline Spillane Sacks, JD LLM
Private Client
Caroline Spillane Sacks, JD LLM
Strategic Advisor
George Sakellaris, CFA
George Sakellaris, CFA
Portfolio Manager
Joe Sallia
Legal & Compliance
Joe Sallia
Internal Auditor
Carlos Sanchez
Private Client
Carlos Sanchez
Private Client Relationship Associate
Pavi Sandeep
Private Client
Pavi Sandeep
Relationship Advisor
Sam Sands
Sam Sands
Senior Portfolio Analyst
Natalie Savaiko
Private Client
Natalie Savaiko
Private Client Relationship Associate
Ethan Sawyer
U.S. Financial Intermediary Sales & Service
Ethan Sawyer
Bryan Scanlon, CPA
Bryan Scanlon, CPA
Senior Accounting Manager
Zach Scanlon
Accounting & Finance
Zach Scanlon
Staff Accountant
Melissa Scharadin
Private Client
Melissa Scharadin
Delaware Operating Officer
Ted Scharfenberg
Ted Scharfenberg
Private Client Senior Business Analyst, New York Operating Officer
Victoria Schlotterback
Equity Research
Victoria Schlotterback
Equity Research Analyst