Our Team

72 results

Rachel Milburn

Client Service Associate

Allison Minutillo

Strategic Marketing Advisor

A middle-aged woman with blonde hair smiling, wearing a blue blazer over a light-colored top.

Amy Mitchell

Senior Wealth Advisor

A man wearing a black suit, white shirt, and light blue tie is smiling at the camera against a plain white background.

David Montague

Senior Financial Planning Associate

Woman with straight blonde hair wearing a dark blouse and a pearl necklace, smiling at the camera against a white background.

Isabel Moore

Senior Client Service Associate

Smiling person with short dark hair wearing a navy blazer, light blouse, and pearl necklace, posed against a plain white background.

Anita Nagdev

A bald man wearing a dark suit jacket and light blue collared shirt poses against a plain white background.

David Odiorne

Senior Wealth Advisor

Man in a blue suit and red tie smiling, posing for a professional portrait against a white background.

Stefan Patchan

Senior Portfolio Manager and Investment Analyst of Research

Woman with short dark hair wearing a green blazer and white shirt, smiling, standing against a plain white background.

Ariadne Pojedinec

Financial Planning Associate

Woman with straight, light brown hair wearing a black zippered top, smiling, and facing slightly to the side against a white background.

Michele Pryor

Institutional Client Service Specialist

A person with long light brown hair and glasses is smiling, wearing a black blazer over a dark shirt, against a white background.

Shaye Pryor

Portfolio Manager

Smiling adult man with short gray hair, wearing a gray blazer over a collared shirt, against a plain white background.

Thomas Pudner

Co-Chief Investment Officer and Co-Director of Research