Alan L. Bazaar

Co-Chairman, Chief Executive Officer, & Partner

Philip E. Richter

Co-Chairman, President, & Partner

E. Wayne Nordberg

Co-Chairman & Co-Chief Investment Officer

Andrew Norris

Co-Chief Investment Officer

Anthony Federici, CPA

Chief Financial Officer & Chief Compliance Officer

Phoebe Rubenstein

Chief of Staff

Mark Mumford, CFA

Managing Director

Carolyn Yun, CPA, CFP

Client Advisor

Brian Coyne

Associate Client Advisor

Andrea B. O’Neill

Managing Director

Madeline E. Fisher

Operations Assistant & Marketing Coordinator

Cathy Gellatly

Accountant

Kelly Bullers

Operations Associate