
John Mai
Technical Help Desk Senior Manager
Joey Martin
Compliance Officer
Cam Mathis
Equity Research Analyst
Reilly Maxwell
Institutional Business Strategist
Mike Maxwell
Head of Operations
Carter McCaffery
Senior Alternative Asset Analyst
Jennifer McClintock
Private Equity Relationship Advisor
Kelly McConkey, CFA
Associate Portfolio Manager, Trader
Catherine McDonnell
Portfolio Manager
Matt McKenna
Messaging Strategist, Digital
Quinn McLaughlin
Portfolio Analyst
Andrew McLoughlin
Director of Project Management
Tanika McNair, FPQP
Private Client Relationship Advisor
Sean McTernan
Regional Investment Consultant
Luke McWright
Business Development Proposal Associate