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
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A_Bryant

C. Alfred Bryant, CIC

Senior Portfolio Manager
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V_Cunningham

Victoria K. Cunningham

Senior Portfolio Manager
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J_Lafferty

John M. Lafferty, Jr.

Senior Portfolio Manager
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Chad_3

Chad A. McDonnell, CFP®

Senior Portfolio Manager
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K_Minogue

Keith W. Minogue, CFA

Senior Portfolio Manager
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S_Newhall

Scott H. Newhall, CFA, CFP®

Senior Portfolio Manager
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M_ODonnell

Meghan S. O'Donnell

Senior Portfolio Manager
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T_Rich2

Timothy R. Rich, CFA

Senior Portfolio Manager
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G_Rippey

Glenn T. Rippey, CFA

Senior Portfolio Manager
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J_Roberts

John N. Roberts, Esq.

Senior Portfolio Manager
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J_Rode4

Jeffrey R. Rode, CFA

Senior Portfolio Manager
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J_Slepian3

Jeffrey L. Slepian, CPA

Senior Portfolio Manager
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J_Trees

M. Jay Trees, CFA, CIC

Senior Portfolio Manager
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A_Crevi__web

Alexander I. Crevi

Portfolio Manager
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T_McGrath

Thomas P. McGrath, CFA

Portfolio Manager
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A_Cramer

Amy A. Cramer

Associate Portfolio Manager
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Sylvia-Fulk

Sylvia G. Fulk

Associate Portfolio Manager
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J_C_Harrington

J. Christopher Harrington, CFP®

Associate Portfolio Manager
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Wealth Strategies and Financial Planning

T_Fitzwater3

Tina R.W. Fitzwater, CFP®

Manager, Financial Planning
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J_Bloom

Jared Bloom

Paraplanner
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Alvin_Cruz

Alvin Cruz

Paraplanner
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Research and Alternative Investments

A_Polansky

Alan Polansky, CFA

Director of Research, Senior Portfolio Manager
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T_Dzien

Tom Dzien, CFA

Research Associate
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M. Chilla_2

Michael Chilla, CFA

Research Associate
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Client Service

Natalie_Ruzicka

Natalie A. Ruzicka

Manager, Client Service Administration
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S_Bratic2

Snezana Bratic

Client Service Administrator
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Kelly_Cavoto

Kelly Cavoto

Client Service Administrator
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MCooper

Mariah Cooper

Client Service Administrator
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Marissa_2

Marissa Cummings

Client Service Administrator
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Aimee Jeffers_crop

Aimee Jeffers

Client Service Administrator
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Peggy_Underwood

Peggy L. Underwood

Client Service Administrator
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Caroline_Z_bio

Caroline Zawilinski

Client Service Administrator
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L_Bradford2

LaTerrell Bradford

Client Service Associate
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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.