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Kevin Erndl
Partner | Portfolio Manager
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Phil Brody
Partner & President | Carolinas
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Matt Hickey
Partner
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Jay Folz
Managing Director, CFA®
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Jeffrey Galati
Managing Director | Private Wealth Management, CFP®, CLU®
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Roxane Galati
Managing Director | Private Wealth Management, CFP®
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John Walker
Managing Director | Private Wealth Management, AEP®, CFP®, CAP®, MSFP
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James Love
Executive Vice President | Private Wealth Management, CFP®
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Mike Martin
Executive Vice President | Private Wealth Management
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Deb Minnick
Senior Vice President | Private Wealth Management, CFP®
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Joseph Tornincaso
Senior Vice President | Private Wealth Management
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Lori Taylor
Senior Vice President | Private Wealth Management, CFP®
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Daniel London
Senior Vice President | Private Wealth Management
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Thomas Collins II
Senior Vice President | Private Wealth Management, CFP®, CIMA®
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Jason A. Baum
SENIOR VICE PRESIDENT | PRIVATE WEALTH MANAGEMENT, CFA®, CFP®, ChFC®
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Karen Vilorio Muchnik
Senior Vice President | Private Wealth Management
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Shad White
Vice President | Private Wealth Management
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Colleen Murphy
Vice President | Private Wealth Management
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Drew Isaacson
Vice President | Private Wealth Management, CFP®
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Jo Anne Keck
Vice President | Private Wealth Management
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James Beachum, III
Vice President | Private Wealth Management
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Daniel Howell
Vice President | Private Wealth Management, CFP®
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Connor Joyce
Vice President | Private Wealth Management, CFP®, ECA
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Lane McCallum
Associate Advisor | Private Wealth Management