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

Phoebe Rubenstein

Chief of Staff

Mark Mumford, CFA

Managing Director

Carolyn Yun, CPA, CFP

Client Advisor

Andrea B. O’Neill

Managing Director

Madeline E. Fisher

Operations Assistant & Marketing Coordinator

Cathy Gellatly

Accountant

Kelly Bullers

Operations Associate