Emma Rigol
Senior Fund Operations Analyst
Angela Rizzo
Private Client Relationship Advisor
Emily Roy, CTFA
Private Client Relationship Advisor
Tom Ruth
Associate Portfolio Manager
Caroline Sacks, J.D., LLM
Strategic Advisor
Jackson Seymour
Senior Business Intelligence Analyst
Christina Shanahan Davie
Private Client Relationship Advisor
Kristen Siciliano
Private Client Relationship Advisor
Tom Simunovic
Investment Specialist, Large Cap Sustainable Growth
Emily St. John
Regional Manager, OSG
Craig Standish
Head of Boston Office & Co-Head of Strategic Advisory
Mike Stoddard
Senior Portfolio Analyst
Rachel Sullivan
Private Client Senior Relationship Associate
Reena Thadhani
Strategic Advisor
Dune Thorne, CTFA
Chief Strategy Officer - U.S. Private Client