Colleagues

LEADERSHIP 

BOARD OF DIRECTORS 

Geoffrey Carey, CFA
Geoffrey Carey, CFA
Senior Portfolio Strategist
A.J. Carnaggio
Endowments & Foundations
A.J. Carnaggio
RFP Team Lead and E&F Content Management
Bryan Carney
Private Client
Bryan Carney
Director, Private Client Central Team
Joseph Carpenter, CFA®
Private Client
Joseph Carpenter, CFA®
Portfolio Manager
Christopher Casey, CFA
Portfolio Management
Christopher Casey, CFA
Portfolio Manager
Mary Caskey
Mary Caskey
Director of Relationship Management - Consultant Relations
Courtlynne Caskin
Private Client
Courtlynne Caskin
Private Client Relationship Associate
Brian Castagna
Brian Castagna
Fiduciary Advisor
Lauren Casto
Institutional
Lauren Casto
Senior Institutional Relationship Associate
Jack Cavanaugh
Jack Cavanaugh
Senior Advisor
Kate Cavin
Portfolio Management
Kate Cavin
Portfolio Manager
Erin Cawley
Erin Cawley
Research Analyst
Eric Cha, CFA
Eric Cha, CFA
Equity Research Analyst
Edward Chadwyck-Healey
Leadership
Edward Chadwyck-Healey
Head of the London Office
Chris Chalke
Chris Chalke
Head of Client Service
Olivia Chan
Olivia Chan
Private Client Relationship Advisor