Skip to content
Personal Wealth
Management
Call now
1.800.492.6868
Get Started
Menu
menu
Our Services
Financial Planning
Investment Management
Tax Planning
Managed Bonds
401(k) Advisory Services
Why Adviser?
Our Process
Our Principles
Our People
Our History
Awards & Recognitions
Company News
Careers
Ideas & Insights
Blogs
Financial Planning
Investing
Retirement
Economy and the Markets
Resources
Special Reports
Quarterly Outlook
Quarterly Webinar
Getting Started
Client Login
Personal Wealth
Management
Our Services
Financial Planning
Investment Management
Tax Planning
Managed Bonds
401(k) Advisory Services
Why Adviser?
Our Process
Our Principles
Our People
Our History
Awards & Recognitions
Company News
Careers
Ideas & Insights
Blogs
Financial Planning
Investing
Retirement
Economy and the Markets
Resources
Special Reports
Quarterly Outlook
Quarterly Webinar
Call now
1.800.492.6868
Get Started
Personal Wealth
Management
Menu
menu
Our Services
Financial Planning
Investment Management
Tax Planning
Managed Bonds
401(k) Advisory Services
Why Adviser?
Our Process
Our Principles
Our People
Our History
Awards & Recognitions
Company News
Careers
Ideas & Insights
Blogs
Special Reports
Quarterly Outlook
Quarterly Webinar
Getting Started
Client Login
Our People
Our People Make the Difference.
Executive Leadership
Mario Ramos
Chief Executive Officer
Tim Clift
Chief Investment Officer
Steve Gaven
Chief Financial Officer
Chris Mirick
SVP, General Counsel
Jill O'Connell
Chief Administrative Officer
Steve Reder
Managing Director, Wealth Management
Carlos Sotero
Chief Technology Officer
Chris Thom
Managing Director, Business Development
Daniel P Wiener
Chairman
Wealth Management
Meet Our Wealth Advisors
James Altschuler
Wealth Advisor
Kathryn Banis
Partner, Senior Relationship Manager
Cody Carlson
Wealth Advisor
Vanessa Carter-Witt
Wealth Advisor
Ryan Christensen
Partner, Wealth Advisor
Brennan Foust
Relationship Manager
Christopher Hagan
Partner, Senior Wealth Advisor
Stephen Johnson
Partner, Wealth Advisor
Joshua Jones
Partner, Senior Wealth Advisor
John Kennedy
Wealth Advisor
Elizabeth Kesselman
Partner, Senior Wealth Advisor
Andrew Kling
Wealth Advisor
Alex LaPointe
Regional Vice President, Wealth Management
Fran Lee
Senior Relationship Manager
Robert Lepson
Partner, Senior Wealth Advisor
Diana Linn
Wealth Advisor
Kristen Manjikian
Relationship Manager
David Mastroianni
Wealth Advisor
Dina Milne
Wealth Advisor
Ryan O'Shaughnessy
Relationship Manager
Todd Peters
Partner, Senior Wealth Advisor
John Puetz
Partner, Senior Wealth Advisor
Connor Ronan
Relationship Manager
Michael Russo
Wealth Advisor
Brad Sharp
Partner, Senior Wealth Advisor
Matthew Shumaker
Wealth Advisor
Adam Strauss
Wealth Advisor
Geoffrey Turner
Wealth Advisor
James Verity
Partner, Wealth Advisor
David VerMeulen
Wealth Advisor
Rick Winters
Partner, Senior Wealth Advisor
Alden Witman
Wealth Advisor
Kari Wolfson
Partner, Wealth Advisor
Matthew Wyllie
Partner, Wealth Advisor
Investment Management
Meet Our Investment Management Team
Chris Keith
Senior Vice President, Fixed Income Manager
Charlie Toole
Director of Portfolio Management
Matthew Erickson
Senior Portfolio Manager
Zachary Ganz
Trader
Josh Jurbala
Quantitative Investments Manager
Christopher Madden
Research Analyst
Gabe Reale
Research Analyst
Client Services
Meet Our Client Service Team
Cory Latour
Business Analyst
Ryan Bulak
Client Service
Wander Cedano
Project Manager
Kelly Counsell
Client Service
Matthew Dakoyannis
Client Service
Megan Higgins
Director of Client Service
AbbeyRose Hillson
Client Service
Kia Jeffery
Client Service
JJ Leahy
Client Service
Felix Lorie
Client Service
John MacDonald
Head of Client Operations & Services
Karrie Pettiglio
Client Service Manager
Chase Rosa
Client Service
Wealth Services
Meet Our Financial Planning Team
Andrew Busa
Director of Financial Planning
Michael Dillaire
Financial Planner
Rawson Hubbell
Director of Estate and Trust Services
Tax Services
Meet Our Tax Services Team
Judy Ludwig
Vice President of Planning and Taxation
Julia Baratta
Senior Tax Associate
Cathy Lee
Tax Associate
Nicolette Shaw
Tax & Family Office Coordinator
Jeff Low
Tax Associate
Corporate Development
Brian Hazan
Managing Director, Corporate Development
Nikhil Kyathappala
Manager, Corporate Development
Browse by Team
expand_more
Leadership
Relationship Management
Investment Management
Client Service
Financial Planning
Tax Planning & Preparation
Corporate Development
Teams
chevron_right
Executive Leadership
chevron_right
Wealth Management
chevron_right
Investment Management
chevron_right
Client Services
chevron_right
Wealth Services
chevron_right
Tax Services
chevron_right
Corporate Development
Free Investment Resources
View All
Special Report
Stock Buybacks: Public Enemy Number One?
Get it Now
Market Outlook
Adviser Outlook, Third Quarter 2023
Get it Now