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
Andrea B. O’Neill
Managing Director
Andrew Norris
Co-Chief Investment Officer
Madeline E. Fisher
Operations Assistant & Marketing Coordinator
Cathy Gellatly
Accountant
Mark Mumford, CFA
Director & Client Advisor
Kelly Bullers
Operations Associate
Brian Coyne
Associate Client Advisor
Anthony Federici, CPA
Chief Financial Officer & Chief Compliance Officer
Carolyn Yun, CPA, CFP
Client Advisor