Lisa Mancini
Director of Operations
Adam Mantin, CFA
Portfolio Manager
Xavier Martinez
Private Client Relationship Advisor
Ray McClure
Portfolio Manager
Kathryn McManus
Private Client Relationship Advisor
Marshall Moore
Business Analyst, U.S. Private Client Endowments and Foundations
Monica Musho
Associate Portfolio Manager
Grant Noble
Private Client Relationship Associate
Emily Reynolds
Portfolio Analyst
Carlos Sanchez
Private Client Senior Relationship Associate
Sydney Shapiro
Events Manager
John Sharkey, CFP®
Strategic Advisor
Ian Shepel
Private Client Senior Relationship Associate
Adela Skenderasi, CFA
Portfolio Manager
Zachary Smith
Business Product Manager