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

David L. Withrow

Board of Managers