Leadership

Scott-head

Scott D. Roulston

Director of Wealth Management, Principal

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ralphsegall

Ralph M. Segall, CFA, CIC

Chief Investment Officer, Principal

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Investment Professionals

ralphsegall

Ralph M. Segall, CFA, CIC

Chief Investment Officer, Principal

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calfredbryant

C. Alfred Bryant, CIC

Senior Portfolio Manager, Principal

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jonathanhamill

Jonathan C. Hamill, CIC

Senior Portfolio Manager, Principal

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Meghan_web

Meghan S. O’Donnell

Senior Portfolio Manager, Principal

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Victoria_Cunningham_headshot

Victoria K. Cunningham

Senior Portfolio Manager, Principal

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johnlefferty

John M. Lafferty, Jr.

Senior Portfolio Manager, Principal

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David_Lansdowne_headshot

H. David Lansdowne, CFA

Senior Portfolio Manager

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Chad_McDonnell_headshot

Chad A. McDonnell, CFP®

Senior Portfolio Manager

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keithminogue

Keith W. Minogue, CFA

Senior Portfolio Manager

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carolynmoriarty

Carolyn M. Moriarty, CFA

Senior Credit Analyst, Principal

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scottnewhall

Scott H. Newhall, CFA, CFP®

Senior Portfolio Manager

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Tim_Rich_headshot_web

Timothy R. Rich, CFA

Senior Portfolio Manager

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Glenn_Rippey_headshot

Glenn T. Rippey, CFA

Senior Portfolio Manager, Principal

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John_Roberts_headshot

John N. Roberts, Esq.

Senior Portfolio Manager, Principal

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jeffreyrode

Jeffrey R. Rode, CFA

Senior Portfolio Manager, Principal

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jeffreyslepian

Jeffrey L. Slepian, CPA

Senior Portfolio Manager, Principal

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mjaytrees

M. Jay Trees, CFA, CIC

Senior Portfolio Manager

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AC-thumbnail_MG_0060

Amy A. Cramer

Associate Portfolio Manager

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Sylvia G. Fulk

Associate Portfolio Manager

Wealth Strategies and Planning

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Amy A. Cramer

Associate Portfolio Manager

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Chad_McDonnell_headshot

Chad A. McDonnell, CFP®

Senior Portfolio Manager

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Thomas_P._McGrath_headshot

Thomas P. McGrath, CFA

Senior Wealth Advisor

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scottnewhall

Scott H. Newhall, CFA, CFP®

Senior Portfolio Manager

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Research and Alternative Investments

Alan_Polansky _headshot_preview

Alan Polansky, CFA

Director of Research, Wealth Management, Senior Portfolio Manager

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Dzien-thumbail-for-wev

Tom Dzien, CFA

Research Associate

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Client Service

Snezana_Bratic_headshot_preview

Snezana Bratic

Client Service Administrator

kellycann

Kelly L. Cann

Client Service Administrator

anniedas

Annie Das

Client Service Administrator

tinafitzwater

Tina R.W. Fitzwater

Client Service Administrator

staceymichaelis

Stacey I. Michaelis

Client Service Administrator

natalieruzicka

Natalie A. Ruzicka

Client Service Administrator

Peggy_Underwood_headshot

Peggy L. Underwood

Client Service Administrator