A team of experts at your service.

Team

We’ve always believed our clients deserve the very best. That’s why we invite only the most talented and original thinkers to join our firm.

We’re a team of perfectionists who share the strongest commitment to the pursuit of knowledge and a passion for delivering world-class service. Working seamlessly across the firm, we collaborate to deliver advice grounded in years of experience and deep technical expertise. For each and every one of our families: our team is your team.

Deb Bailey
Deb Bailey
Technology Coordinator & Project Manager
Kim Baker
Kim Baker
Manager, Administrative Team
Channing Bass
Channing Bass
Associate
Ben Beavers
Ben Beavers
Principal, Chairman & Founder
Erin Baumrucker
Erin Baumrucker
Investment Team & Strategic Initiatives Administrative Coordinator
Matt Bonaguidi
Matt Bonaguidi
Principal & Advisor
Deanna Bonder
Deanna Bonder
HR Generalist
Les Carter
Les Carter
Advisor
Alex Chamberlin
Alex Chamberlin
Associate
David Colton
David Colton
Principal & Advisor
Noelle Cruz
Noelle Cruz
Marketing & Business Development Associate
Steve Czocher
Steve Czocher
Manager, Family Office Services
Ken Davis
Ken Davis
Principal
Amanda DeHaan
Amanda DeHaan
Director, Head of Human Resources
Beau Feeny
Beau Feeny
Business Analyst
Palak Garg
Palak Garg
Operations Analyst
Kayla Green
Kayla Green
Administrative Assistant
Justin Gullman
Justin Gullman
Advisor
Melissa Harkenrider
Melissa Harkenrider
Office Coordinator
Wally Head
Wally Head
Principal & Vice Chairman
Marge Hembree
Marge Hembree
Administration & Project Support Specialist
May Howard
May Howard
Executive Assistant to Kim Kamin
Kim Kamin
Kim Kamin
Principal & Chief Wealth Strategist
Coco Li
Coco Li
Investment Officer
Steve Loman
Steve Loman
Investment Officer
Allison Lurie
Allison Lurie
Manager, Client Service
Allie Marcus
Allie Marcus
Operations Analyst
Joe Marrin
Joe Marrin
Investment Associate
Jeanne Masa
Jeanne Masa
Project Portfolio Manager/BPI Lead
Vinod Mathew
Vinod Mathew
Controller
Meredith Mendes
Meredith Mendes
Principal & Chief Operating Officer
Lee Morava
Lee Morava
Principal & Advisor
Shannon Morris
Shannon Morris
Manager of Client & Custodian Operations
Robert Nanney
Robert Nanney
Chief Compliance Officer
Ted Neild
Ted Neild
Principal, Chief Executive Officer & Chief Investment Officer
Shafer Nelson
Shafer Nelson
Custodian Operations Analyst
Alexandra Nelson
Alexandra Nelson
Associate
Ryan Nelson
Ryan Nelson
Custodian Operations Analyst
Nicole Perkins
Nicole Perkins
Principal & Director of Client Experience & Development
Josh Pilson
Josh Pilson
Client Service Business Analyst
Christina Pucek
Christina Pucek
Senior Associate
Michelle Quinn
Michelle Quinn
Associate
Emma Rademaker
Emma Rademaker
Client Service Coordinator
Emily Reinke
Emily Reinke
Senior Custodian Operations Analyst
Nate Rezin
Nate Rezin
Associate
Joe Richardson
Joe Richardson
Manager of Investment Operations and Finance
David Salsburg
David Salsburg
Principal, Founder & President
Jennifer Scalise
Jennifer Scalise
Senior Investment Operations Analyst
Suzanne Schiff
Suzanne Schiff
Investor Relations Associate
Greg Schneiderman
Greg Schneiderman
Principal, Senior Investment Strategist & Advisor
Toufik Simo
Toufik Simo
Business Intelligence Analyst
Joe Simpson
Joe Simpson
Principal & Portfolio Manager
Amber Stewart
Amber Stewart
Advisor
Leisa Storbeck
Leisa Storbeck
Principal & Advisor
Kimberly Tsarpalas
Kimberly Tsarpalas
Associate
Sean Warrington
Sean Warrington
Principal & Portfolio Manager
Kyra Welciek
Kyra Welciek
Investment Operations Business Analyst
Jeff Wille
Jeff Wille
Senior Associate
Irene Zhang
Irene Zhang
Senior Investment Analyst
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