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
Carson Babbitt End User and Network Support Analyst
Jennifer L. Barnette Managing Director
Mehdi Bensaida Vice President, Finance
Jeffery M. Bishoff Chief Technology Officer
Amy Bonham Vice President,
Senior Trust Officer
Kenneth J. Breznay Managing Director
Natalie L. Burch Vice President, Internal Auditor
Leah M. Byrne, CFP® Vice President
Tapfuma Chibaya, CFA Equity Research Analyst
Thomas J. Cholis Senior Advisor
Lauren Chrzanowski Senior Auditor
Cozetta Crowder Trust Officer
John A. Cutler Senior Advisor
Maria Diaz Trust Officer
Jeffrey C. Dillman, CFA Managing Director
Edward B. Dobranetski, CFA Managing Director
Blake Keeley Doyle Managing Director
Paul R. Duncan Vice President
Bobby Eubank, CFA Equity Research Associate
Ebony Evans Investments Administrative Assistant
Lourdes Fabi Vice President
Michael Fiorese Assistant 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
Aleksandar Gangov Investment Performance Analyst
Michael Gildenhorn Director of Client Management and Senior Portfolio Manager
Sydney Golden Marketing Production and Design Specialist
Kristi Henry Business Development Assistant
Merrill Hermann Marketing Events Coordinator
Doda Johnson Trust Associate
Rhea Jones Compliance Officer
Kathryne Kaibni Executive Assistant
Laly Kassa, CFP® Managing Director
Christine
Nicolaides Kearns Vice Chair and General Counsel
Michael Kleinschmidt Senior Trust Officer
R. Eric Kraus Vice President
Paula A. Landau, CFP® Vice President
Dan Ledwith Fixed Income Investment Analyst
Justin S. Liberti Vice President
Andrew Marshall, CFA Vice President
Marny McCain Vice President
Kathleen McGill Vice President
Melissa Mercurio Trust Officer
Erin L. Mikulak-Raimundo Assistant Vice President
Marneda Milhiser Vice President, Compliance Officer
Win Monroe, CFA Macro Economist/Research Analyst
Octavia Morman Trust Officer
Melissa N. Moroney Vice President, Associate General Counsel
Stacy C. Murchison Chief Marketing Officer
Kimberly D. Navarro Executive Assistant
Lynn M. Panagos Chief Client Services & Operations Officer
Veronica Parker Trust Officer
Craig Pernick Head of Fixed Income
Amitha Prabhu Senior Vice President, Director of Internal Audit
Richard Preziosi Senior Software Developer
Margaret Randle Senior Trust Officer
Jeffrey T. Relyea Vice President
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
Amir Shahabi Assistant Vice President
Hamza Siddiqui Vice President, Fixed Income Research Analyst
Leslie K. Smith Chief Planning Officer
Spencer C. Smith Director of Research
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
Kristen Udy Trust Officer
Devona Wade Trust Officer
Colin Wali Trust Officer
Christine Wallace Managing Director
Michelle Wanamaker Assistant Vice President
Hsuan Wang Vice President
James K. Webster Trust Officer
Marc K. Wishkoff Managing Director
Claudette Wood Trust Operations Analyst
Kisha A. Wright Trust Operations Officer
Keisha N. Young Managing Director

People

Relax in your own private think tank.

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