Teresa Pollet
Senior Project Manager
Lisa Posko, CTFA
Private Client Relationship Advisor
John Poulton
Strategic Advisor
David Powell, CFA
Portfolio Manager
Marty Quinn
Senior Product Manager
Charlie Ratcliffe
Private Client Relationship Associate
Connor Reymann
Institutional Portfolio Specialist
Ariana Robles, M.A.
Private Client Senior Relationship Associate
JR Rodrigo, CFA
Portfolio Manager
Brett Rogers
General Counsel
Case Rohrbacher
Portfolio Analyst
Chris Roof, CFA
Associate Portfolio Manager
Holly Ross
Portfolio Analyst
Owen Sabia
Private Client Relationship Associate
George Sakellaris, CFA
Portfolio Manager