Tyler Lewis
Portfolio Manager
Matt Lockwood
Associate Portfolio Manager
Sandy Lowden
Senior Investment Operations Associate
Julie Mackin, CTFA
Private Client Relationship Advisor
Emily Dwyer MacLellan
Portfolio Manager
Carlie Mangine
Executive Assistant
Emily Marquardt
Senior Client Relations Associate
Kathleen McQuiggan
Portfolio Manager
Matt Metsch
Strategic Advisor
Christopher Moran
Private Client Relationship Advisor
Martin Ouimet
Director of Business Data and Analytics
Erika Pagel
Portfolio Manager, Co-CIO of Private Client, Endowments & Foundations
Brandon Parrish, CFA
Portfolio Manager
Greg Paulo
Private Client Relationship Associate
Allie Pryshlak
Portfolio Analyst