Definite in our purpose
About section header image
We are dedicated to managing wealth with practiced care through evolving market conditions.

E. Wayne Nordberg

Chairman & Chief Investment Officer

Alan L. Bazaar

Chief Executive Officer

David A. Oring

Vice President & Trader

Mark Mumford


Andrea B. O’Neill

Vice President Client Relations

Lillian B. Preziosi

Executive Assistant to the Chairman

Elizabeth A. Botti

Operations Manager

Madeline E. Fisher

Marketing Assistant

Cathy Gellatly


Catherine Tyree

Intern & Brand Ambassador