Rob Herman

Chief Executive Officer

Ed Bell

Chairman

Jeff Palmer

President

Lauren Rich Fine, CFA

Senior Managing Director

Ken Brodkowitz

Chief Investment Officer

Brent Horvath

Senior Director, Wealth Management Services

Kris Jarosz

Senior Director, Research & Portfolio Management

Robert Samrah, CFA

Director, Wealth Management Services

Angelo Leslie

Director, Wealth Management Services

Sally Gries

Founder

Vick Khoboyan

Portfolio Manager and Director Investments

Jared Gruszczynski

Director, Wealth Management Services

Daniel Beringer

Director, Wealth Management Services

Steve Zimmerman

Research Manager

Shannon Gallagher

Director, Operations and Client Services

Mary Ann Doherty

Portfolio Manager

Traci Reynolds

Senior Operations Specialist

Andre Bell

IT & 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 Littleton

Board of Managers

David L. Withrow, CFA

Board of Managers