JAMES E. BREECE, CFA
Principal
MICHELE CLEARY
Principal
ROBERT C. EISING
Principal
EDWARD M. GILES
Principal
WALTER K. GILES
Principal
WILLIAM H. HERRMAN II
Principal
PATRICIA KOGAN
Principal
JENNIFER B. LYNN
Principal
IAN B. MACCALLUM, JR.
Principal
MARGE MACLENNAN
Principal
DAVID J. MAZZULLO
Principal
ROBERT P. MORGENTHAU
Principal
PAUL F. PFEIFFER
Principal
JOHN V. RAGGIO, CFA
Principal
ROBERT M. RAICH, CPA
Principal
ROBERT F. SHAPIRO
Principal
WILLIAM G. SPEARS, CFA
Principal
RONALD C. THOW
Principal
PAUL A. WARTMAN
Principal
MANNY WEINTRAUB
Principal
JOSEPH B. WERNER
Principal
DANIEL J. WETCHLER, CFA
Principal
TEJ AHLUWALIA
Trader
ALINA MISKA CARLSON, CFP®
Financial Planning Manager
BRIAN GHOLSTON
Trader
GLENN GOLDBERG
Chief Compliance Officer
JOSEPH J. GUTIERREZ
Trader
LISA KENNEDY
Executive Assistant
VENUS LAIRD
Receptionist
LORI LEE
Chief Technology Officer
DIANA MASSEY
Portfolio Administrator
AASHUMI MODY
Communications Manager
ANGELA RIOS
Portfolio Administrator
JANICE RIVERA
Portfolio Administrator
CHANA SALOMON
Treasurer
ISABELLE WILDER TURGEON
Portfolio Administrator
JEANNIE WOO
Portfolio Administrator
