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_Segall

Ralph M. Segall, CFA, CIC

Chief Investment Officer
A_Bryant

C. Alfred Bryant, CIC

Senior Portfolio Manager
V_Cunningham

Victoria K. Cunningham

Senior Portfolio Manager
J_Lafferty

John M. Lafferty, Jr.

Senior Portfolio Manager
Chad_3

Chad A. McDonnell, CFP®

Senior Portfolio Manager
K_Minogue

Keith W. Minogue, CFA

Senior Portfolio Manager
S_Newhall

Scott H. Newhall, CFA, CFP®

Senior Portfolio Manager
M_ODonnell

Meghan S. O'Donnell

Senior Portfolio Manager
T_Rich2

Timothy R. Rich, CFA

Senior Portfolio Manager
G_Rippey

Glenn T. Rippey, CFA

Senior Portfolio Manager
J_Roberts

John N. Roberts, Esq.

Senior Portfolio Manager
J_Rode4

Jeffrey R. Rode, CFA

Senior Portfolio Manager
J_Slepian3

Jeffrey L. Slepian, CPA

Senior Portfolio Manager
J_Trees

M. Jay Trees, CFA, CIC

Senior Portfolio Manager
A_Crevi__web

Alexander I. Crevi

Portfolio Manager
T_McGrath

Thomas P. McGrath, CFA

Portfolio Manager
A_Cramer

Amy A. Cramer

Associate Portfolio Manager
Sylvia-Fulk

Sylvia G. Fulk

Associate Portfolio Manager
J_C_Harrington

J. Christopher Harrington, CFP®

Associate Portfolio Manager

Wealth Strategies and Financial Planning

T_Fitzwater3

Tina R.W. Fitzwater, CFP®

Manager, Financial Planning
J_Bloom

Jared Bloom

Paraplanner
Alvin_Cruz

Alvin Cruz

Paraplanner

Research and Alternative Investments

A_Polansky

Alan Polansky, CFA

Director of Research, Senior Portfolio Manager
T_Dzien

Tom Dzien, CFA

Research Associate
M. Chilla_2

Michael Chilla

Research Associate

Client Service

Natalie_Ruzicka

Natalie A. Ruzicka

Manager, Client Service Administration
S_Bratic2

Snezana Bratic

Client Service Administrator
Kelly_Cavoto

Kelly Cavoto

Client Service Administrator
MCooper

Mariah Cooper

Client Service Administrator
Marissa_2

Marissa Cummings

Client Service Administrator
Aimee Jeffers_crop

Aimee Jeffers

Client Service Administrator
Peggy_Underwood

Peggy L. Underwood

Client Service Administrator
Caroline_Z_bio

Caroline Zawilinski

Client Service Administrator
L_Bradford2

LaTerrell Bradford

Client Service Associate
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.