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William Beynon President & CEO -
Joe Moglia Chairman -
Lewis Johnson Chief Investment Officer -
Blaine Ferguson Partner | Chief Operating Officer -
Kevin Erndl Partner | Portfolio Manager -
Phil Brody Partner & President | Carolinas -
Matt Hickey Partner -
Richard Knepfler Chief Financial Officer, CPA -
Kimberly Key Chief Compliance Officer, CRCP®, JD -
Deb Minnick Managing Director | National Advisory Services, CFP® -
Todd Sampson Managing Director | Wealth Advisory Operations -
Charles Rainbolt Managing Director | Risk Management -
Stephen Smith Managing Director | Portfolio Management, CFA® -
Jeffrey Galati Executive Vice President | Private Wealth Management, CFP®, CLU® -
Roxane Galati Executive Vice President | Private Wealth Management, CPA, CFP® -
John Walker Senior Vice President | Private Wealth Management, CFP® -
Joseph Tornincaso Senior Vice President | Private Wealth Management -
Jay Folz Senior Vice President | Private Wealth Management, CFA® -
Lori Taylor Senior Vice President | Private Wealth Management, CFP® -
James Viets Vice President | Private Wealth Management, CRPC® -
Jim Green Senior Vice President | Private Wealth Management, CPA -
Shad White Vice President | Private Wealth Management -
Colleen Murphy Vice President | Private Wealth Management, CPA -
Mike Martin Vice President | Private Wealth Management -
James Love Vice President | Private Wealth Management, CFP® -
Zev Abraham Director of Research -
Susie Mulry Director of Human Resources & Operations -
Vivien Preece Director of Insurance Services -
Samantha Nalbach Director of Marketing -
Daniel London Associate Advisor -
Karen Vilorio Muchnik Associate Advisor -
Alex Bouton Associate Portfolio Manager -
William McClure Senior Analyst -
George Schmelzle Analyst -
Lisa Waite Vice President | Client Services -
Cassie Bishop Vice President | Client Services -
Devon Preece Underwriting | Insurance Services -
Brenda Lawrence Family Office Manager -
Mikaela Latimer Client Services Manager -
Victoria Freemyer Client Services | Operations -
Ann Lacoste Client Services -
Joshua Pilling Information Technology and Facilities Manager -
Elliott Singer Consultant
