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Nathan Goodwin
Director of Systems & Platform Strategy
Ext. 212; direct:
Peri Ann Aptaker
Michael Baldwin
Taylor Baldwin
David Barrett
Suzanne Blom
Amy Carroll
Michelle Chandler
Steven Dean
Craig Dumas
Sandra Edgell
Amber Eusebio
Kaitlyn Fagundes
Nathan Goodwin
Leah Hokenson
Cindy Horton
Will Klein, CFA
Lillie Krueger
Bill Marvel
Donna Maxim
Andrew F. McIntire, CFA
Michael McIntosh
Ann Peardon
Leanne Peterson
Kate Rowe, CFP®
Dylan Sage
Jennifer Sanders
Zach Shirilla, CFA
Nathan Stewart
Eric H. Strand
Teresa Tavares
Kim Tirrell
Jena Viera
Joanne Viera
Our Team
Our Team
Careers
About Us
Our Partners
Our Office
Services
Investment Management
Family Office Services
Investment
Investment Philosophy
ESG Equity Strategy
Private Investments
Insights & News
CR Summary
Contact
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