Relationship Manager
Vice President, Trust Services
CPA
Director of Tax Planning
CPA, CFP®
Vice President, Affluent Wealth Planning
JD
Director of Wealth and Estate Planning
CFP®
Managing Partner
CFP®, CRPC®
Vice President, Wealth Planning
CFA®
Senior Investment Strategist
Director of Investment Platform
CFP®, ChFC®
Co-Chief Investment Strategist
CFA
Director of Research
CIPM
Portfolio Analyst
Investment Strategist
Director, Systematic Equities
Senior Investment Analyst
Portfolio Strategist
Equity Analyst
RFC
Technical Strategist
Trading Operations Analyst
Senior Institutional Trader
Trading Specialist
Senior Vice President, Operations
Transformation Manager
Operations Manager
Reconciliation Manager
