Mark Lamoriello, AIF®
President
Sally Hanley-Whitworth, CFP®
Senior Vice President, Wealth Advisor
Danny Gay, AIF®
Senior Vice President, Wealth Advisor
Christina Shaffer, CFA®
Vice President, Portfolio Management
Mitchell Lamoriello, CFA®, CFP®
Vice President, Wealth Management Division
Charmaine Newbold
Senior Director, Reporting & Analytics
Susan T. Quiles
Senior Director, Client Services
Gwendolyn Farrell
Associate, Client Services
Jeff Lee, MBA, CFP®
Wealth Advisor
Josh Rose, AIF®
Wealth Advisor
Andrew Roberts
Analyst, Portfolio Management