
Patsy serves as the senior fixed income associate for the bond department. She performs market and portfolio analysis to...

Hilary works to create efficiencies and refine the processes of our practice to help us continually raise the level of...

Paul is responsible for supporting the firm through the introduction of new tools, models and other advisory solutions...

Wes is responsible for the compliance aspect of our firm. In his role, he works to provide guidance for best practices...

Carolyn works with advisors to create efficiencies and refine the processes in their practices. In her role, she...