Leadership

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Scott D. Roulston

Director of Wealth Management, Principal

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Ralph M. Segall, CFA, CIC

Chief Investment Officer, Principal, Co-Founder

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Investment Professionals

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Ralph M. Segall, CFA, CIC

Chief Investment Officer, Principal, Co-Founder

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C. Alfred Bryant, CIC

Senior Portfolio Manager, Principal, Co-Founder

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Jonathan C. Hamill, CIC

Senior Portfolio Manager, Principal, Co-Founder

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Meghan S. O’Donnell

Senior Portfolio Manager, Principal

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Victoria K. Cunningham

Senior Portfolio Manager, Principal

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John M. Lafferty, Jr.

Senior Portfolio Manager, Principal

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H. David Lansdowne, CFA

Senior Portfolio Manager

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Chad A. McDonnell, CFP®

Senior Portfolio Manager

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Keith W. Minogue, CFA

Senior Portfolio Manager

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Carolyn M. Moriarty, CFA

Senior Portfolio Manager, Principal

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Scott H. Newhall, CFA, CFP®

Senior Portfolio Manager

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Timothy R. Rich, CFA

Senior Portfolio Manager

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Glenn T. Rippey, CFA

Senior Portfolio Manager, Principal

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John N. Roberts, Esq.

Senior Portfolio Manager, Principal

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Jeffrey R. Rode, CFA

Senior Portfolio Manager, Principal

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Jeffrey L. Slepian, CPA

Senior Portfolio Manager, Principal

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M. Jay Trees, CFA, CIC

Senior Portfolio Manager

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Amy A. Cramer

Associate Portfolio Manager

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Sylvia G. Fulk

Associate Portfolio Manager

Wealth Strategies and Planning

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Amy A. Cramer

Associate Portfolio Manager

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Uriel Ibarra

Wealth Advisor Associate

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Chad A. McDonnell, CFP®

Senior Portfolio Manager

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Thomas P. McGrath, CFA

Senior Wealth Advisor

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Scott H. Newhall, CFA, CFP®

Senior Portfolio Manager

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Research and Alternative Investments

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Alan Polansky, CFA

Director of Research, Wealth Management, Senior Portfolio Manager

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Tom Dzien, CFA

Research Associate

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Client Service

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Snezana Bratic

Client Service Administrator

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Kelly L. Cann

Client Service Administrator

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Annie Das

Client Service Administrator

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Tina R.W. Fitzwater

Client Service Administrator

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Stacey I. Michaelis

Client Service Administrator

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Natalie A. Ruzicka

Client Service Administrator

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Peggy L. Underwood

Client Service Administrator