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
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
Tanya M. Blakely Vice President, Senior Trust Officer
Justin Brandt Trust Associate
Natalie L. Burch Vice President, Internal Auditor
Philip Caraci Associate Director
Tapfuma Chibaya, CFA Vice President, Portfolio Manager and Equity Research Analyst
Matthew Craun CRM Administrator
Cozetta Crowder Trust Officer
John A. Cutler Senior Advisor
Carlton Davis Vice President, Fixed Income Trader and Portfolio Manager
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
Daniel Ferrett Compliance Officer
Lawrence P. Fisher, II President, Family Wealth Services
Susan Freed, CFP® Managing Director
Joel Friedman Chief Financial Officer
Jessica Frommer Managing Director, Client Services Manager
Deborah G. Gandy Managing Director
Michael Gildenhorn Director of Client Management and Senior Portfolio Manager
Dan Hall Managing Director
Ashley G. Hall Vice President, Wealth Advisor and Relationship Manager
Alexander Hanna Trust Officer
Kristi Henry Business Development Assistant
Merrill Hermann Marketing Events Coordinator
Brian Hughes Client Services Associate
Duna Hur Trader
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
Elizabeth Kearns Vice President
Michael Kleinschmidt Assistant Vice President
Liz Lambert Vice President
Paula A. Landau, CFP®, CTFA Managing Director, Wealth Advisor and Relationship Manager
Dan Ledwith, CFA Vice President
Christopher Lee Senior Trust Officer
Justin S. Liberti, CMT® Vice President
Laura Marsh Marketing Production and Design Specialist
Andrew Marshall, CFA Vice President
Eric Mason Managing Director, Trust Operations Manager
Marny McCain Vice President, Senior Trust Officer
Melissa Mercurio Senior Trust Officer
Tatiyana Miles Administrative Assistant
Josanne Miller Assistant Vice President, Compliance Officer
Francisco Moreno Trust 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 Analyst
Megan Nevius Trust Officer, Client Services Associate
Rhonda Newlon Business Development Assistant
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 Vice President
Margaret Randle Senior Trust Officer
Jeffrey T. Relyea Managing Director
Melanie Risinger, CPA Assistant Vice President, Tax Reporting
Jeannette Owen Roegge Chief Fiduciary Officer
Michele Russell Staff Accountant
Lisa R. Saunders Managing Director
Sneha Senjalia, CFA® Vice President
Dan Serra CFP® Vice President
Lorraine Sevigny Trust Operations Officer
Leslie K. Smith Chief Planning Officer
Spencer C. Smith Head of Institutional Investments
Ernest Smith Client Services Associate
Jastinder Sohi, CFA Managing Director
Gloria Spaans Account Administrator
Michael J. Stafford, Jr., CFA Managing Director
Barbara Thebo Trust Associate
Lauren Vasunda Assistant Vice President, Internal Audit
Devona Wade Trust Officer
Colin Wali Senior Trust Officer
Christine Wallace Managing Director
Marc K. Wishkoff Head of Business Development
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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