Caroline Spillane Sacks, JD LLM
Private Client
Caroline Spillane Sacks, JD LLM
Strategic Advisor
Kristen Siciliano
Kristen Siciliano
Private Client Relationship Advisor
Tom Simunovic
Tom Simunovic
Investment Specialist, Large-Cap Sustainable Growth
Emily St. John
Operations
Emily St. John
Regional Manager, OSG
Mike Stoddard
Mike Stoddard
Portfolio Analyst
Rachel Sullivan
Rachel Sullivan
Private Client Relationship Associate
Reena Thadhani
Strategic Advisory
Reena Thadhani
Strategic Advisor
Anne Tiffin
Anne Tiffin
Private Client Relationship Advisor, Boston Operating Officer
John Warrington
Operations
John Warrington
Senior Alternative Asset Analyst
Lucy Zhou
Lucy Zhou
Private Client Relationship Associate

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