Managing Partner, Portfolio Manager
Continue readingRobert G. Ix, CFA®
Leigh B. Hurd, CFA®
Partner, Portfolio Manager
Continue readingBrigette M. Houghton
Portfolio Accounting and Reporting Specialist
Continue readingBrandon D. Lozier, CFP®
Client Advisor
Continue readingKevin E. Behrendt, CFA®
Director, Senior Trader
Continue readingRyan G. Kenny, CFA®, CFP®
Director, Portfolio Manager
Continue readingPaige M. Earls, CFP®
Director, Wealth Manager
Continue readingAaron M. Beltrami, CFP®
Partner, Wealth Manager
Continue readingRoy D. Treible
Partner, COO/CCO
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