-
JOHN E. COYNE
CHAIR
-
JASON B. MOORE
CHIEF EXECUTIVE
OFFICER -
BRENDAN P. McCONNELL
CHIEF OPERATING
OFFICER -
CHERYL A. CARTER
EXECUTIVE
ASSISTANT -
NICHOLAS J. COCCIO
DIRECTOR, SENIOR
WEALTH CONSULTANT
-
TODD COLE, CFA, CFP®
HEAD OF
PRIVATE WEALTH &
SR PORTFOLIO MANAGER -
CARRIE K. CONNOLLY
DIRECTOR OF
CLIENT EXPERIENCE
-
JEFFREY A. CROSTEN
DIRECTOR OF
INVESTMENT OPERATIONS
-
CHRISTINE DEFRANCESCO
DIRECTOR OF OPERATIONS &
ADVISOR SERVICES -
MITCH KERR, CFA
SR PORTFOLIO MANAGER,
PRIVATE WEALTH -
JEFFREY A. LEFEVRE
FINANCIAL
CONTROLLER -
AMY MAGNOTTA, CFA
CO-CHIEF INVESTMENT
OFFICER -
TODD MITCHELL
DIRECTOR, SENIOR WEALTH CONSULTANT
-
JEFF RAUPP, CFA
CO-CHIEF INVESTMENT
OFFICER -
MATTHEW A. SHAW, CFA
HEAD OF INVESTMENT SOLUTIONS
HEAD OF MARKETING -
GINA M. VANORE
WEALTH CONSULTANT
-
BAY WRIGHTNOUR
DIRECTOR, SENIOR
WEALTH CONSULTANT
