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

E. Wayne Nordberg

Co-Chairman & Co-Chief Investment Officer

Alan L. Bazaar

Co-Chairman, Chief Executive Officer, & Partner

Philip E. Richter

Co-Chairman, President, & Partner

Andrew Norris

Co-Chief Investment Officer

Anthony Federici, CPA

Chief Financial Officer & Chief Compliance Officer

Mark Mumford, CFA

Director & Client Advisor

Carolyn Yun, CPA, CFP

Client Advisor

Brian Coyne

Associate Client Advisor

Andrea B. O’Neill

Managing Director

Madeline E. Fisher

Operations Assistant & Marketing Coordinator

Cathy Gellatly


Kelly Bullers

Operations Associate