Rob Herman
Chief Executive Officer
Ed Bell
Chairman
Jeff Palmer
President
Lauren Rich Fine
Senior Managing Director
Ken Brodkowitz
Chief Investment Officer
Brent Horvath
Senior Director, Wealth Management Services
Kris Jarosz
Senior Director, Research & Portfolio Management
Hemal Gala
VP, Operations
Shannon Gallagher
Director, Operations and Client Services
Sally Gries
Founder
Robert Samrah
Director, Wealth Management Services
Angelo Leslie
Director, Wealth Management Services
Jared Gruszczynski
Director, Wealth Management Services
Daniel Beringer
Director, Wealth Management Services
Michael Manly
Director, Wealth Management Services & Tax
Melynda Rodgers
Director, Wealth Management Services
Steven Goode
Portfolio Manager
Steve Zimmerman
Research Manager
Mary Ann Doherty
Portfolio Manager
Traci Reynolds
Senior Operations Specialist
Joy Hayes
Operations Specialist
Abby Hausman
Operations Specialist
Pam Ziegan
Wealth Management Administrator
Cecelia Catcher
Client Service Associate
Diane Kotara
Office Manager
Mike Gilmore
Board of Managers
Mike Davidson
Board of Managers
