Liliana Huerta
Portfolio Operations Specialist
Michael Uyemura
Senior Portfolio Manager
Mike Hewel, CETF
Director, Trading
Mitchell Windemuller
Lead Trader
Paul Seigle
Portfolio Manager
Remi Hock, CFA
Sr. Portfolio Consultant
Sam Warner, CFA®
Portfolio Consultant II
Stephen Prinster
Sr. Director, Investment Operations
Taylor Mague
Portfolio Operations Specialist
Tessa Bonifacio
Portfolio Manager
Theresa Bedard
Manager, Portfolio Consultant
Tim Cengia
Sr. Portfolio Operations Specialist
Will Rockett, CFA®
Sr. Director of Investment Strategy
Abigail Feldman
Estate Planning Service Specialist
Alex Gianelli
Estate Planning Service Specialist
Ashley Brassell- Dunkle
Estate Planning Specialist
Ashley Felton
Sr. Estate Planning Strategist
Benjamin Faulkner, JD
Sr. Estate Planning Strategist
Bobby DeMarco
Estate Planning Strategist
Brianna Becker
Estate Planning Strategist

