Our team works hard to foster a culture of unwavering commitment to putting our clients’ interests first.

Jay Winthrop
Managing Member, Principal

Charles T. Howard
Managing Member, Principal

D. Bryce O'Brien II
Principal

Josh Huffard
Principal

C. Bowdoin Train
Principal

W. Oak Strawbridge
Principal

Pamela L. W. Raviol
Principal

Dan Abbasi
Principal

Ted Crawford
Managing Director

Garrett Hayward, CFA
Vice President

Jeff Muscatello, FRM®
Vice President

Cody West
Head Trader

Christina Zhang
Vice President

Michael Marciante
Analyst

Lea Paine Highet, CFP®, TEP®
Managing Member, Principal

Olivia Le Blan, CFP®, TEP®
Vice President

Zelle Richardson, CFP®
Associate

Robert R. Douglass, Jr.
Principal

Brad Richards
Managing Director

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

Andrew Weinberg
Chief Operating Officer, Principal

Sonny Degady
Chief Financial Officer

Evelina Richards
Vice President

Vilas Satkalmi
Director of IT

Meg Nestor
Office Manager

Advait Prasad
Associate

Rossana Azzara
Director of Client Relations, Principal

Diane B. Scarborough
Senior Client Relations Manager

Rosa Gucciardo
Senior Client Relations Manager

Lorraine Carofano
Senior Client Relations Manager

Danielle DiMaria
Client Relations Manager

Nicole DeVivo
Assistant Client Relations Manager

Laura McCaffrey
Client Relations Associate

Elise Tursi
Client Relations Associate