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Ari Lazar
Research Analyst
Peri Ann Aptaker
Michael Baldwin
Taylor Baldwin
David Barrett
Bob Belmore
Suzanne Blom
Amy Carroll
Michelle Chandler
Steven Dean
Craig Dumas
Sandra Edgell
Amber Eusebio
Kaitlyn Fagundes
Leah Hokenson
Will Klein, CFA
Lillie Krueger
Ari Lazar
John Prys
Bill Marvel
Donna Maxim
Andrew F. McIntire, CFA
Ann Peardon
Leanne Peterson
Rochelle Rose
Kate Rowe, CFP®
Dylan Sage
Jennifer Sanders
Zach Shirilla, CFA
Nate Stewart
Eric H. Strand
Teresa Tavares
Kim Tirrell
Kim Turner
Jena Viera
Our Team
Our Team
Careers
About Us
Community Partners
Our Office
Services
Family Office Services
Investment Management
Investment Philosophy
Core US Equities
Private Investments / Alternatives
Insights & News
CR Summary
Contact
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