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
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Goli Amiri Vice President, Senior Compliance Officer
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Roselyn Ayala Trust Officer
Client Services Associate -
Alexis Baker Business Development Assistant
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Louie Balinang IT Operations Support Analyst
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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
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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 Vice President
Associate General Counsel and Director -
Kristi Henry 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 -
Kevin Kappeler Assistant Vice President, Information Technology PMO & Reporting Manager
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Laly Kassa Managing Director
Co-Head of Planning Group -
Christine
Nicolaides Kearns Vice Chair and General Counsel -
Elizabeth Kearns Managing Director
Co-Head of Planning Group -
Carolyn A. Patterson-Kemper, CMP, DES Vice President
Head of Events -
Robert Kessler Trust Operations Analyst
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Michael Kleinschmidt Vice President
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Jonathan Kobets Director, Wealth Advisor & Relationship Manager
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Daniel Kuhnlein Associate Compliance Officer
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Liz Lake Senior Vice President & Chief Data Privacy Officer
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Edene Shirley Lakpa Business Development Assistant
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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 -
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 -
Ahmed Mostafa Assistant Vice President
Internal Auditor -
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
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Emily Olusanya Business Development Assistant
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Lynn M. Panagos Chief Client Services and Operations Officer
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Craig Pernick Senior Managing Director
Head of Fixed Income -
Amitha Prabhu Senior Vice President
Chief Audit Executive -
Richard Preziosi Senior Software Developer
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Sara Proctor Assistant Vice President, Senior Designer
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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
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Henry Romeyn Associate Director, Institutional
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Michele Russell Staff Accountant
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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 -
Jason Seney Vice President
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
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Tim Spear Trust Officer
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Michael J. Stafford, Jr., CFA Managing Director
Portfolio Manager -
D. Brendan Tennant Planning Analyst
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Barbara Thebo Trust Associate
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Cindy Torres Marketing Assistant
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Egan Valliant Trust Officer
Client Onboarding Associate -
Emily Venditta 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