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William Beynon President & CEO -
Joe Moglia Chairman -
Kyle Cerminara Co-Chief Investment Officer, CFA® -
Lewis Johnson Co-Chief Investment Officer -
Blaine Ferguson Partner & Chief Operating Officer -
Phil Brody Partner & President | Carolinas -
Matt Hickey Partner -
Kevin Erndl President | Advisory Services -
Deb Minnick Managing Director | Southeast, CFP® -
Todd Sampson Managing Director | Wealth Advisory Operations -
Charles Rainbolt Managing Director | Risk Management -
Jim Green Senior Vice President | Private Wealth Management, CPA -
Lee Larson Senior Vice President | Private Wealth Management -
Joseph Tornincaso Senior Vice President | Private Wealth Management -
Shad White Vice President | Private Wealth Management -
Colleen Murphy Vice President | Private Wealth Management, CPA -
Roxane Galati Vice President | Private Wealth Management, CPA, CFP® -
Jeffrey Galati Vice President | Private Wealth Management, CFP®, CLU® -
Mike Martin Vice President | Private Wealth Management -
James Love Vice President | Private Wealth Management, CFP® -
John Walker Vice President | Private Wealth Management, CFP® -
Carolyn Kitzel Vice President | Private Wealth Management, CFP® -
Richard Knepfler Chief Financial Officer, CPA -
Jeff Sutton Chief Compliance Officer, CFA® -
Zev Abraham Director of Research -
Vivien Preece Director of Insurance Services -
Samantha Nalbach Director of Marketing -
Karen Gill Director of Family Office, CTFA -
Alex Bouton Vice President | Investment Management -
William McClure Vice President | Investment Management -
Carla Lamantia Vice President | Investment Management -
Susie Mulry Office Manager -
Brenda Lawrence Family Office Manager -
Lisa Waite Operations | Client Services Manager -
Cassie Bishop Operations | Client Services Manager -
Devon Preece Underwriting | Personal Financial Planning -
Karen Vilorio Muchnik Operations | Client Services -
Daniel London Associate -
Victoria Freemyer Client Services | Operations -
Ann Lacoste Client Services -
Joshua Pilling Information Technology and Facilities Manager -
Elliott Singer Consultant
