Investment Team / Research

Jay Winthrop

Jay Winthrop
Managing Member, Principal

Charles T. Howard

Charles T. Howard
Managing Member, Principal


D. Bryce O'Brien II

D. Bryce O'Brien II
Principal

Josh Huffard

Josh Huffard
Principal

C. Bowdoin Train

C. Bowdoin Train
Principal

W. Oak Strawbridge

W. Oak Strawbridge
Principal

Pamela L. W. Raviol

Pamela L. W. Raviol
Principal

Dan Abbasi

Dan Abbasi
Principal

Garrett Hayward, CFA

Garrett Hayward, CFA
Vice President

Jeff Muscatello FRM®

Jeff Muscatello, FRM®
Vice President

Cody West

Cody West
Associate

Christina Zhang

Christina Zhang
Associate

Wealth Management

Lea Paine Highet, CFP®

Lea Paine Highet, CFP®
Managing Member, Principal


Olivia LeBlan CFP®

Olivia Le Blan, CFP®
Vice President

Zelle Richardson

Zelle Richardson
Associate

Marketing / Client Service

Robert R. Douglass, Jr.

Robert R. Douglass, Jr.
Principal

Mary A. Cush, CPA

Mary A. Kush, CPA
Principal

Thomas K. Loizeaux

Thomas K. Loizeaux
Managing Director

Brad Richards

Brad Richards
Managing Director

Operations / Compliance

Timothy J. Hughes

Timothy J. Hughes
General Counsel & Chief Compliance Officer, Principal

Andrew Weinberg

Andrew Weinberg
Chief Operating Officer, Principal


Sonny Degady

Sonny Degady
Chief Financial Officer

Evelina Khorenko

Evelina Khorenko
Associate

Meg Nestor

Meg Nestor
Office Manager

Vilas Satkalmi

Vilas Satkalmi
IT Manager

Client Relations

Rossana Azzara

Rossana Azzara
Director of Client Relations, Principal


Diane B. Scarborough

Diane B. Scarborough
Senior Client Relations Manager

Rosa Gucciardo

Rosa Gucciardo
Senior Client Relations Manager

Lorraine Carofano

Lorraine Carofano
Client Relations Manager

Danielle DiMaria

Danielle DiMaria
Assistant Client Relations Manager

Nicole DeVivo

Nicole DeVivo
Assistant Client Relations Manager

Laura McCaffrey

Laura McCaffrey
Client Relations Associate

Michelle Vassallo

Michelle Vassallo
Client Relations Associate