People
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Jeff Whitaker
President
Chief Executive Officer - Amy P. Raskin Chief Investment Officer
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A. Alan Adler, III
Managing Director
Senior Portfolio Manager - Anna Amaczi, IACCP® Deputy Chief Compliance Officer
- Goli Amiri Vice President, Senior Compliance Officer
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Roselyn Ayala
Trust Officer
Client Services Associate - Alexis Baker Business Development Assistant
- Louie Balinang IT Operations Support Analyst
- Lily Barajas Administrative Assistant, Financial Planning
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Yolaidy Barresi
Trust Officer
Client Services Associate -
Kristen Barstow
Vice President
Performance Reporting - Mehdi Bensaida Vice President, Finance
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Al Bhatt
Managing Director
Wealth Advisor &
Relationship Manager - Jeffery M. Bishoff Chief Technology Officer
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April Blackwood
Assistant Vice President
Paralegal -
Tanya M. Blakely
Vice President
Senior Trust Officer -
Nina Blanchard
Assistant Vice President
Senior Trust Officer -
Justin Brandt
Assistant Vice President
Senior Trust Officer -
Omar Carr
Assistant Vice President
Systems Engineer II -
Tapfuma Chibaya, CFA
Director
Portfolio Manager and Thematic Research Analyst -
Quinton Clemm
Vice President
Wealth Advisor &
Relationship Manager -
Michelle Cohen
Trust Officer
Client Services Associate -
Garrett Collier, CFA
Vice President
Thematic Research Analyst -
Christopher Colunga
Vice President
Senior Compliance Officer - Matthew Craun Trust Net Administrator
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Carlton W. Davis, CFA
Director
Fixed Income Portfolio Manager - Rachel Dibert Senior Auditor
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Jeffrey C. Dillman, CFA
Managing Director
Senior Portfolio Manager -
Edward B. Dobranetski, CFA
Managing Director
Senior Portfolio Manager -
Blake K. Doyle
Head of Institutional Sales
Head of Product Development -
Paul R. Duncan
Vice President
Chief Compliance Officer -
Bobby Eubank, CFA
Director
Thematic Research Analyst -
Lourdes Fabi
Vice President
Trust Operations - Lawrence P. Fisher, II President, Family Wealth Services
- Joel Friedman Chief Financial Officer
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Jessica Frommer
Managing Director
Head of Client Services -
Deborah G. Gandy
Senior Managing Director
Wealth Advisor and Relationship Manager -
Bill Gentry
Vice President
Senior Systems Engineer -
Michael Gildenhorn
Senior Managing Director
Director of Portfolio Management -
Ashley G. Hall
Director
Wealth Advisor and Relationship Manager -
Kevin Heilenday
General Counsel
Vice President & Director -
Kristi Henry, CFP®
Assistant Vice President
Financial Planning Associate -
Frederick M. Hopkins, JD, CFA
Managing Director
Wealth Advisor and Relationship Manager -
Jessica Horner
Vice President
Financial Planner -
Duna Hur
Vice President
Central Portfolio Manager and Equity Trader -
Doda Johnson
Vice President
Senior Trust Officer -
Tatum Johnson
Trust Officer Client
Services Associate - Kevin Kappeler Assistant Vice President, Information Technology PMO & Reporting Manager
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Laly Kassa
Managing Director
Co-Head of Planning Group -
Elizabeth Kearns
Managing Director
Co-Head of Planning Group - Ryan Kelly Investment Performance & Reporting Analyst
- Robert Kessler Trust Operations Analyst
- Michael Kleinschmidt Vice President
- Jonathan Kobets Director, Wealth Advisor & Relationship Manager
- Daniel Kuhnlein Associate Compliance Officer
- Liz Lake Senior Vice President & Chief Data Privacy Officer
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Tracy Lall
Assistant Vice President
Client Onboarding Team Manager -
Liz Lambert
Vice President
Trust Applications and Client Services Support -
Paula A. Landau, CFP®, ChSNC®, CTFA
Managing Director
Wealth Advisor and Relationship Manager -
Dan Ledwith, CFA
Vice President
Portfolio Management & Analytics -
Christopher Lee, CTFA
Vice President
Senior Trust Officer -
Justin S. Liberti, CMT®
Director
Central Portfolio Manager and Equity Trader -
Colleen Lussier, CTFA
Vice President
Senior Trust Officer - Christopher Maldonado Assistant Vice President, Senior Trust Officer
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Eric Mason
Managing Director
Trust Operations Manager -
Melissa R. Mercurio
Vice President
Senior Trust Officer -
Irena Mkhitaryan
Trust Officer
Client Services Associate -
Ramona Mockoviak
Senior Managing Director
Wealth Advisor and Relationship Manager -
Francisco Moreno
Trust Officer
Client Services Associate -
Andrew Morgan
Assistant Vice President
Fixed Income Associate -
Wendy Moyers, CFP®, CDFA®
Managing Director
Wealth Advisor and Relationship Manager -
Stacy C. Murchison
Senior Managing Director
Chief Marketing Officer -
Stefania Napolitano
Vice President
Estate Planning and Fiduciary Advisor - Kimberly D. Navarro Executive Assistant
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Zachary Navarro
Vice President
Thematic Research Analyst -
Megan Nevius
Assistant Vice President
Senior Trust Officer - Rhonda Newlon Fiduciary Assistant
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James Nguyen
Director
Portfolio Manager and Thematic Research Analyst -
Sveta Novikova
Vice President
Manager IT Production Operations - Cait E. O’Hearn Executive Assistant
- Emily Olusanya Business Development Assistant
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Lynn M. Panagos
Senior Managing Director
Chief Client Services and Operations Officer -
Craig Pernick
Senior Managing Director
Head of Fixed Income -
Amitha Prabhu
Senior Vice President
Chief Audit Executive - Richard Preziosi Senior Software Developer
- Sara Proctor Assistant Vice President, Senior Designer
- Sarah Pulkowski Performance Analyst
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Erin L. Raimundo
Vice President
Senior Trust Officer -
Margaret Randle
Senior Trust Officer
Executive Assistant to President -
Jeffrey T. Relyea
Managing Director
Portfolio Management and Analytics -
Melanie Risinger, CPA
Vice President
Tax Reporting - Jeannette Owen Roegge Chief Fiduciary Officer
- Henry Romeyn Associate Director, Institutional
- Mary Colette Royals Executive Assistant
- Michele Russell Staff Accountant
- Randy A. Ryan, CPA/PFS Director, Senior Wealth Planner
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Tanisha Samuda
Assistant Vice President
Compliance Officer -
Crystal Sanders
Trust Officer
Client Services Associate -
Lisa R. Saunders
Managing Director
Senior Trust Officer - Lorraine Sevigny Assistant Vice President
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Melanie Simons, CFP®
Director
Wealth Advisor & Relationship Manager - Leslie K. Smith Senior Advisor
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Spencer C. Smith
Senior Managing Director
Head of Institutional Investments -
Jastinder Sohi, CFA
Managing Director
Wealth Advisor and Relationship Manager -
Gregory K. Soueid
Managing Director
Head of Information Technology & Transformation - Gloria Spaans Client Services Administrator
- Tim Spear Trust Officer
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Michael J. Stafford, Jr., CFA
Managing Director
Portfolio Manager - D. Brendan Tennant Planning Analyst
- Barbara Thebo Trust Associate
- Cindy Torres Marketing Assistant
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Egan Valliant
Trust Officer
Client Onboarding Associate - Rhealyn Villamento-Brown Trust Operations Analyst - Cash Operations
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Claire Voorhees
Vice President
Wealth Advisor and Relationship Manager - Devona Wade Trust Officer
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Colin Wali, CTFA
Vice President
Senior Trust Officer -
Christine Wallace
Managing Director
Senior Portfolio Manager -
Marc K. Wishkoff
Senior Managing Director
Head of Business Development -
Martin Withers
Assistant Vice President
Internal Auditor - Kisha A. Wright Assistant Vice President
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Keisha N. Young
Managing Director
Custody -
Chris M. Young, CFA
Director
Portfolio Manager