Investment Team / Research
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
Garrett
Hayward, CFA
Vice President
Jeff
Muscatello, FRM®
Vice President
Cody
West
Associate
Christina
Zhang
Associate
Wealth Management
Lea Paine
Highet, CFP®
Managing Member, Principal
Olivia
Le Blan, CFP®
Vice President
Zelle
Richardson
Associate
Marketing / Client Service
Robert R.
Douglass, Jr.
Principal
Mary A.
Kush, CPA
Principal
Thomas K.
Loizeaux
Managing Director
Brad
Richards
Managing Director
Operations / Compliance
Timothy J.
Hughes
General Counsel & Chief Compliance Officer, Principal
Andrew
Weinberg
Chief Operating Officer, Principal
Sonny
Degady
Chief Financial Officer
Evelina
Khorenko
Associate
Meg
Nestor
Office Manager
Vilas
Satkalmi
IT Manager
Client Relations
Rossana
Azzara
Director of Client Relations, Principal
Diane B.
Scarborough
Senior Client Relations Manager
Rosa
Gucciardo
Senior Client Relations Manager
Lorraine
Carofano
Client Relations Manager
Danielle
DiMaria
Assistant Client Relations Manager
Nicole
DeVivo
Assistant Client Relations Manager
Laura
McCaffrey
Client Relations Associate
Elise
Tursi
Client Relations Associate