Meet Our Private Wealth Team

We work one-on-one with you to navigate the challenges and opportunities of managing your individual or family wealth. 

Our dedicated private wealth professionals are highly credentialed, holding advanced academic degrees and designations including Certified Financial Planner (CFP®), Chartered Financial Analyst (CFA) and Chartered Investment Counselor (CIC). They are supported by equity and fixed income research and trading specialists from our institutional investment team.

Investment Professionals

Ralph M. Segall, CFA, CIC

Ralph M. Segall, CFA, CIC

Chief Investment Officer
C. Alfred Bryant, CIC

C. Alfred Bryant, CIC

Senior Portfolio Manager
Victoria K. Cunningham

Victoria K. Cunningham

Senior Portfolio Manager
John M. Lafferty, Jr.

John M. Lafferty, Jr.

Senior Portfolio Manager
Chad A. McDonnell, CFP<sup>®</sup>

Chad A. McDonnell, CFP®

Senior Portfolio Manager
Keith W. Minogue, CFA

Keith W. Minogue, CFA

Senior Portfolio Manager
Scott H. Newhall, CFA, CFP<sup>®</sup>

Scott H. Newhall, CFA, CFP®

Senior Portfolio Manager
Meghan S. O’Donnell

Meghan S. O'Donnell

Senior Portfolio Manager
Timothy R. Rich, CFA

Timothy R. Rich, CFA

Senior Portfolio Manager
Glenn T. Rippey, CFA

Glenn T. Rippey, CFA

Senior Portfolio Manager
John N. Roberts, Esq.

John N. Roberts, Esq.

Senior Portfolio Manager
Jeffrey R. Rode, CFA

Jeffrey R. Rode, CFA

Senior Portfolio Manager
Jeffrey L. Slepian, CPA

Jeffrey L. Slepian, CPA

Senior Portfolio Manager
M. Jay Trees, CFA, CIC

M. Jay Trees, CFA, CIC

Senior Portfolio Manager
Alexander I. Crevi

Alexander I. Crevi

Portfolio Manager
Amy A. Cramer

Amy A. Cramer

Associate Portfolio Manager
Sylvia G. Fulk

Sylvia G. Fulk

Associate Portfolio Manager
J. Christopher Harrington, CFP<sup>®</sup>

J. Christopher Harrington, CFP®

Associate Portfolio Manager

Wealth Strategies and Financial Planning

Tina R.W. Fitzwater, CFP<sup>®</sup>

Tina R.W. Fitzwater, CFP®

Manager, Financial Planning
Jared Bloom

Jared Bloom

Paraplanner
Alvin Cruz

Alvin Cruz

Paraplanner

Research and Alternative Investments

Alan Polansky, CFA

Alan Polansky, CFA

Director of Research, Senior Portfolio Manager
Tom Dzien, CFA

Tom Dzien, CFA

Research Associate
Michael Chilla

Michael Chilla

Research Associate

Client Service

Natalie A. Ruzicka

Natalie A. Ruzicka

Manager, Client Service Administration
Snezana Bratic

Snezana Bratic

Client Service Administrator
Kelly Cavoto

Kelly Cavoto

Client Service Administrator
Mariah Cooper

Mariah Cooper

Client Service Administator
Marissa Cummings

Marissa Cummings

Client Service Administrator
Aimee Jeffers

Aimee Jeffers

Client Service Administrator
Peggy L. Underwood

Peggy L. Underwood

Client Service Administrator
Caroline Zawilinski

Caroline Zawilinski

Client Service Administrator
LaTerrell Bradford

LaTerrell Bradford

Client Service Associate

Business Development

Thomas P. McGrath, CFA

Thomas P. McGrath, CFA

Portfolio Manager
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®️, CERTIFIED FINANCIAL PLANNER™️, and CFP®️ (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. CFA®️ and Chartered Financial Analyst®️ are registered trademarks owned by CFA Institute.