People

Relax in your own private think tank.

CFAs and MBAs. Tax attorneys and entrepreneurs. Professionals who average more than 20 years of experience. Our global, macroeconomic outlook means we do much more than observe and follow trends. Instead, we seek out ideas. It takes more than one kind of person to contribute to this culture. It takes all kinds of people thinking in unconventional ways—with a singular focus.

Peter M. Welber President and CEO, and Board Director
Amy P. Raskin Chief Investment Officer
A. Alan Adler, III Managing Director and Senior Portfolio Manager
Roselyn Ayala Trust Officer
Carson Babbitt End User and Network Support Analyst
Kristen Barstow Assistant Vice President
Mehdi Bensaida Vice President, Finance
Jeffery M. Bishoff Chief Technology Officer
Amy Bonham Vice President,
Senior Trust Officer
Justin Brandt Trust Associate
Natalie L. Burch Vice President, Internal Auditor
Leah M. Byrne, CFP® Vice President
Erika Campos Business Development & Client Services Assistant
Tapfuma Chibaya, CFA Equity Research Analyst
Thomas J. Cholis Senior Advisor
Cozetta Crowder Trust Officer
John A. Cutler Senior Advisor
Carlton Davis Vice President, Fixed Income Trader & Portfolio Manager
Luisa Diaz Assistant Vice President, Senior Trust Operations Officer
Jeffrey C. Dillman, CFA Managing Director
Edward B. Dobranetski, CFA Managing Director
Blake K. Doyle Head of Institutional Sales & Services
Paul R. Duncan Vice President
Bobby Eubank, CFA Equity Research Analyst
Lourdes Fabi Vice President
Lawrence P. Fisher II President, Family Wealth Services
Donna M. Foo Managing Director
Susan Freed, CFP® Managing Director
Joel Friedman Chief Financial Officer
Deborah G. Gandy Managing Director
Michael Gildenhorn Director of Client Management and Senior Portfolio Manager
Sydney Golden Marketing Production and Design Specialist
Barbara Grandez Portfolio Analytics Coordinator
Kristi Henry Business Development Assistant
Merrill Hermann Marketing Events Coordinator
Brian Hughes Client Services Associate
Mark Ilnicki Assistant Vice President
Doda Johnson Assistant Vice President
Kathryne Kaibni Executive Assistant
Laly Kassa, CFP® Managing Director
Christine
Nicolaides Kearns Vice Chair and General Counsel
Michael Kleinschmidt Senior Trust Officer
Liz Lambert Vice President
Paula A. Landau, CFP®, CTFA Vice President,
Senior Trust Officer
Dan Ledwith, CFA Vice President
Christopher Lee Trust Officer, Client Services Associate
Justin S. Liberti, CMT® Vice President
Andrew Marshall, CFA Vice President
Eric Mason Managing Director, Trust Operations Manager
Marny McCain Vice President, Senior Trust Officer
Kathleen McGill Vice President
Melissa Mercurio Senior Trust Officer
Tatiyana Miles Administrative Assistant
Marneda Milhiser Vice President, Compliance Officer
Octavia Morman Trust Officer
Melissa N. Moroney Vice President, Associate General Counsel
Stacy C. Murchison Chief Marketing Officer
Kimberly D. Navarro Executive Assistant
Zachary Navarro Thematic Research Assistant
Megan Nevius Trust Officer, Client Services Associate
Lynn M. Panagos Chief Client Services & Operations Officer
Veronica Parker Senior Trust Officer
Craig Pernick Head of Fixed Income
Amitha Prabhu Senior Vice President, Director of Internal Audit
Richard Preziosi Senior Software Developer
Erin L. Raimundo Assistant Vice President
Margaret Randle Senior Trust Officer
Jeffrey T. Relyea Managing Director
Jeannette Owen Roegge Chief Fiduciary Officer
Michele Russell Staff Accountant
Lisa R. Saunders Managing Director
Dan Serra CFP® Vice President
Lorraine Sevigny Trust Operations Officer
Hamza Siddiqui Vice President, Fixed Income Research Analyst and Portfolio Manager
Leslie K. Smith Chief Planning Officer
Spencer C. Smith Head of Institutional Investments
W. Dean Smith Senior Advisor
Jastinder Sohi, CFA Managing Director
Gloria Spaans Account Administrator
Michael J. Stafford, Jr., CFA Managing Director
Eugenia Sweeney Account Administrator
Barbara Thebo Trust Associate
Lauren Vasunda Senior Auditor
Connie Voigt, CAMS® Assistant Vice President
Devona Wade Trust Officer
Colin Wali Senior Trust Officer
Christine Wallace Managing Director
Hsuan Wang Vice President, Senior Trust Officer
James K. Webster Trust Officer
Marc K. Wishkoff Managing Director
Claudette Wood Trust Operations Analyst
Stacey Worman Thematic Research Analyst
Kisha A. Wright Trust Operations Officer
Keisha N. Young Managing Director

People

Relax in your own private think tank.

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