Nick Squillacote
Private Client Senior Relationship Associate
Shooter Starr
Client Advisor and Director of Business Development, Private Client
David Stepherson, CFA
Portfolio Manager
Alex Tanouye
Head of Fiduciary Services
Charlie Townshend
Portfolio Manager
Susan Traver
Senior Advisor
Brian Vahaly
Senior Advisor
Melody Vaughn
Private Client Relationship Advisor
Catesby Ware
Portfolio Analyst
Brien White
Chief Operating Officer
Peter Whitney, CAIA, CFA
Head of Private Investment Research
Matt Willis
Chief Information Security Officer
Jack Wootten
Private Client Relationship Associate
Sarah Yang
CEO Business Analyst