
Brad Dunn
Portfolio Manager
Kelsey Dunn
Portfolio Analyst
Dave Ely, CFA
Portfolio Manager
Ariel Fortunato, CFP®, CTFA
Strategic Advisor
Dylan Frank, CFA
Senior Portfolio Analyst
Karina Funk, CFA
Portfolio Manager and Chair of Sustainable Investing
Michael Gaughan, CFA
Portfolio Manager
Andrew Generoso, CFA
OCIO Investment Analyst
Sharon Hamel
Private Client Relationship Advisor
Toni Haskins
Private Client Senior Relationship Associate
Steven Hoch
Senior Advisor
Chris Holcombe, CFP®
Portfolio Manager
Jim Iacoi
Private Client Senior Relationship Associate
Elsa Iovanella
PCE&F Sustainable Investing Specialist