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
Josh Rose, AIF®
Wealth Advisor
Mayling Diaz
Director, Retirement Plan Consulting Division
Andrew Roberts
Analyst, Portfolio Management
Isabella Barquero
Associate, Retirement Plan Consulting Division
Hawa Boima
Associate, Retirement Plan Consulting Division
Hayden Clem
Wealth Advisor