Team of Experts
Executive Team
Glen A.
Chief Executive Officer, Chief Compliance Officer
Ned A.
President
Rachel M.
Chief Client Officer
Joe S.
Chief Operating Officer
Clay M.
Chief Technology Consultant
Investment
Robert M, Ph.D.
Managing Principal, Director of Compliance
Cathleen D
Financial and Operations Principal
Bud K
Senior Portfolio Analyst
Brad K
Senior Portfolio Analyst
Ryan K
Portfolio Analyst
Matt K
Portfolio Analyst
Management
Phoebe L.
VP of Financial Services
Tabitha W.
VP of Trust Services
Operations
Leslie H.
Operations Associate
Danette S.
Operations Associate
Melissa L.
Operations Associate
Talmage C
Operations Associate
Britny M.
Operations Associate
Cheri T.
Operations Associate
Cole M.
Operations Associate
Thena F.
Senior Project Specialist
Dan B.
Operations Associate
Caitlyn H.
Operations Associate
Amie P.
Facilities Specialist
Client Services
Robin W.
Client Services Associate
Anshirley M.
Client Services Associate
Viktoria W.
Client Services Associate
Compliance
Glen A.
Chief Executive Officer, Chief Compliance Officer
Robert M, Ph.D.
Managing Principal, Director of Compliance
Joe S.
Chief Operating Officer
Cathleen D.
Financial and Operations Principal
Legal
Lawrence E
Legal Counsel
George R
Legal Counsel
Trust Officers
Glen A
Senior Trust Officer
Ned A
Senior Trust Officer
Rachel M.
Chief Client Officer
