Colleagues

LEADERSHIP 

BOARD OF DIRECTORS 

Maria Sobus, CTFA
Private Client
Maria Sobus, CTFA
Private Client Relationship Advisor
Katie Socolow
Private Client
Katie Socolow
Associate Portfolio Manager
Ayudhia Sofyan
Operations
Ayudhia Sofyan
Trade Support Analyst
Stephanie Song
Private Client
Stephanie Song
Private Client Relationship Advisor
Ryan Soranno
Client Service
Ryan Soranno
Private Client Senior Relationship Associate
Dan Spiegel
Private Client
Dan Spiegel
Private Investments Specialist
Nicholas Squillacote
Private Client
Nicholas Squillacote
Private Client Senior Relationship Associate
Emily St. John
Operations
Emily St. John
Regional Manager, OSG
Craig Standish
Leadership
Craig Standish
Head of Boston Office, Co-Head of Strategic Advisory
Derek Stapley
Derek Stapley
Director, Brown Advisory (Bermuda) Ltd.
Christian Starr
Institutional
Christian Starr
Senior Institutional Portfolio Analyst
Shooter Starr
Shooter Starr
Client Advisor and Director of Business Development, Private Client
Kosta Stathopoulos
Kosta Stathopoulos
Consultant Relations
David Stepherson, CFA
David Stepherson, CFA
Portfolio Manager
George Stewart
Messaging
George Stewart
Messaging Specialist, U.S. PCE&F
James Stierhoff
James Stierhoff
Portfolio Manager & Co-Head of Baltimore Private Client