Senior Fixed Income Associate
Patsy serves as the senior fixed income associate for the bond department. She performs market and portfolio analysis to...
Director of Practice Management
Hilary works to create efficiencies and refine the processes of our practice to help us continually raise the level of...
Vice President, Advisory Solutions
Paul is responsible for supporting the firm through the introduction of new tools, models and other advisory solutions...
Director, Supervision & Audit
Wes is responsible for the compliance aspect of our firm. In his role, he works to provide guidance for best practices...
Manager, Business Consulting and Practice Management
Carolyn works with advisors to create efficiencies and refine the processes in their practices. In her role, she...
