Disclosure BrochureForm CRS
Ashley Orozco
Ashley Orozco

Client Experience Specialist

Andrew Gabriele
Andrew Gabriele

Associate Portfolio Manager

Sherry Ramsey
Sherry Ramsey

Portfolio Administrator / Trader

Connie Lythgoe
Connie Lythgoe

Portfolio Administrator

Diana Kambourian
Diana Kambourian

Portfolio Administrator

William E. Sizemore, Jr.
William E. Sizemore, Jr.

Portfolio Manager

R. George Pickral
R. George Pickral

Portfolio Manager

Thomas Neuhaus, CFA, CMT
Thomas Neuhaus, CFA, CMT

Portfolio Manager

George J. McVey, Jr.
George J. McVey, Jr.

Portfolio Manager

Andrew Eras, CFA
Andrew Eras, CFA

Director, Institutional Sales and Marketing

Anthony Casiero
Anthony Casiero

Portfolio Administrator/Operations Specialist

John H. Bocock
John H. Bocock

Portfolio Manager

Eric Benito
Eric Benito

Director of Information Technology

https://www.linkedin.com/in/eric-benito-3437124/
Angel Torres
Angel Torres

Senior Vice President - Systems & Information Technology

https://www.linkedin.com/in/angel-torres-2998144/
Timothy Sullivan
Timothy Sullivan

Information Technology

https://www.linkedin.com/in/timjsullivan3/
Susan Sullivan
Susan Sullivan

Associate Vice President - New Accounts Specialist

https://www.linkedin.com/in/susan-sullivan-42a52312/
Kacie Stone
Kacie Stone

Administrative Assistant

Sandrina Snipes
Sandrina Snipes

Associate Vice President - New Accounts Specialist

https://www.linkedin.com/in/sandrina-snipes/
Alexander Smit, CPA, CFP®
Alexander Smit, CPA, CFP®

Wealth Advisor

https://www.linkedin.com/in/alexander-smit-cpa-cfp%C2%AE-86794646/
Joseph Shea
Joseph Shea

Chief Compliance Officer

https://www.linkedin.com/in/joseph-shea-5a115a75/
Iolanta Shafir, CFA
Iolanta Shafir, CFA

Associate Vice President - Performance Analyst

https://www.linkedin.com/in/iolanta-shafir-cfa-88b62791/
Richard Rosen, CFA
Richard Rosen, CFA

Senior Vice President - Portfolio Manager

https://www.linkedin.com/in/richard-a-rosen-cfa-74a44941/
Michael Root
Michael Root

Analyst

https://www.linkedin.com/in/michael-root-9040a5148/
Michelle Robins
Michelle Robins

Professional Services - Private Client Group

Nick Porta
Nick Porta

Staff Accountant

https://www.linkedin.com/in/nicholas-porta-407460a3/
Edgar Perez
Edgar Perez

Head Fixed Income Trader

Nicholas Pellicone
Nicholas Pellicone

Associate Vice President - Senior Portfolio Administrator

https://www.linkedin.com/in/nick-pellicone-17326656/
George Oberndorfer
George Oberndorfer

Trader

https://www.linkedin.com/in/george-oberndorfer-1b3960148/
Camille Montemayor
Camille Montemayor

Associate Vice President - Senior Portfolio Administrator

https://www.linkedin.com/in/camille-m-8934a645/
Peter Marron, CFA
Peter Marron, CFA

Board Member - Executive Vice President

Jonathan Mark
Jonathan Mark

Wealth Advisor

Paul Lagermasini
Paul Lagermasini

Chief Financial Officer

https://www.linkedin.com/in/paul-lagermasini-2b37935/
Brian Kahan
Brian Kahan

Limited Partnership Accountant

Joel Heyman
Joel Heyman

Senior Vice President - Director of Operations

https://www.linkedin.com/in/joel-heyman-8702764/
Christina Hathaway
Christina Hathaway

Client Relationship Manager

King Harris
King Harris

Wealth Advisor

Austin Hagaman, CFA, CFP®, AWMA
Austin Hagaman, CFA, CFP®, AWMA

Wealth Advisor

https://www.linkedin.com/in/austinhagaman/
Michael Gonzalez
Michael Gonzalez

Associate Vice President - Senior Portfolio Administrator

Jean Marie Fusco
Jean Marie Fusco

Associate Vice President - Billing Specialist

https://www.linkedin.com/in/jean-marie-fusco-a9257411/
Steven Fortgang
Steven Fortgang

Head Equity Trader

https://www.linkedin.com/in/steven-fortgang-788b356/
Laura Ferguson
Laura Ferguson

Director of Professional Services - Private Client Group

https://www.linkedin.com/in/lauracarcichpwm/
Elizabeth DeSandolo
Elizabeth DeSandolo

Professional Services - Private Client Group

https://www.linkedin.com/in/edesandolo/
Michael Delfino
Michael Delfino

Director of Taft Hartley Services

Christopher D'Antonio
Christopher D'Antonio

Vice President - Operations Manager

https://www.linkedin.com/in/christopher-d-antonio-49a22a177/
Eileen Connelly
Eileen Connelly

Administrative Assistant

Ryan Byrne
Ryan Byrne

Portfolio Manager

https://www.linkedin.com/in/ryanjbyrne/
Scott Brown
Scott Brown

President

http://linkedin.com/in/scottbrown1999/
Randolph Baron
Randolph Baron

Portfolio Manager

https://www.linkedin.com/in/randy-baron-385ba4225/
Thomas Farrell, CFP®, CEPA
Thomas Farrell, CFP®, CEPA

Wealth Advisor

https://www.linkedin.com/in/thomaswfarrell/
Patrick Wells, CFA
Patrick Wells, CFA

Wealth Advisor

https://www.linkedin.com/in/pwells1/
Timothy J. Piacentini, CFA
Timothy J. Piacentini, CFA

Executive Vice President

https://www.linkedin.com/in/timpiacentiniinvestmentadvisor/
Ryan Fause
Ryan Fause

Wealth Advisor

https://www.linkedin.com/in/ryanfauseinvestmentadvisor/
Monica Jalife, CFA, CFP®
Monica Jalife, CFA, CFP®

Wealth Advisor

https://www.linkedin.com/in/monicajalifeinvestmentmngr/
Max Schaul, CFA
Max Schaul, CFA

Analyst

https://www.linkedin.com/in/max-schaul-cfa-2b87ab22/
Kimon Passios
Kimon Passios

Board Member - Executive Vice President

https://www.linkedin.com/in/kimon-passios-0785837/
Katherine Fishbein, CFP®
Katherine Fishbein, CFP®

Wealth Advisor

https://www.linkedin.com/in/kate-fishbein-6b851a7/
John Passios
John Passios

Board Member - Executive Vice President

https://www.linkedin.com/in/john-passios-2460945/
James Ferrare, CPA, CFA
James Ferrare, CPA, CFA

Board Member - Executive Vice President

https://www.linkedin.com/in/jimferrareinvestmentmgmt/
Harold Stein
Harold Stein

Wealth Advisor

https://www.linkedin.com/in/harold-stein-94a72b7/
Eric Freedgood, CPA, CFA
Eric Freedgood, CPA, CFA

Portfolio Manager

https://www.linkedin.com/in/freedgood/
Donald Dowd
Donald Dowd

Portfolio Manager

https://www.linkedin.com/in/don-dowd-85957311/
Carmine D'Avino, CFP®
Carmine D'Avino, CFP®

Wealth Advisor

https://www.linkedin.com/in/carminedavino/
Alice Gabriele
Alice Gabriele

Wealth Advisor

https://www.linkedin.com/in/alicegabrieleinvestmentadvisor/
 Adam Armstrong, CFP®
Adam Armstrong, CFP®

Wealth Advisor

https://www.linkedin.com/in/adam-c-armstrong/

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