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 & Office Manager
- Louie Balinang IT Operations Support Analyst
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Lily Barajas
Administrative Assistant
Financial Planning -
Yoli Barresi
Trust Officer
Client Services Associate -
Kristen Barstow
Vice President
Performance Reporting -
Mehdi Bensaida
Vice President
Finance -
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 -
Justin Brandt
Assistant Vice President
Senior Trust Officer - Philip Caliendo Associate Compliance Officer
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Omar Carr
Assistant Vice President
Systems Engineer II -
Tapfuma Chibaya, CFA
Director
Portfolio Manager & 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 - 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 -
Miranda Dover, CTFA, CISP
Vice President
Senior Trust Officer -
Blake K. Doyle
Head of Institutional Sales
Head of Product Development -
Paul R. Duncan
Managing Director
Chief Compliance Officer - Cheryl Dunston Business Development Assistant
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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 & Relationship Manager -
Bill Gentry
Vice President
Senior Systems Engineer -
Michael Gildenhorn
Senior Managing Director
Director of Portfolio Management -
Luis Gutierrez Noboa
Trust Officer
Client Services Associate - ADEL VIRAG GYORGY, CFE Internal Audit Manager
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Kevin Heilenday
Managing Director
General Counsel -
Kristi Henry, CFP®
Vice President
Financial Planner -
Frederick M. Hopkins, JD, CFA
Managing Director
Wealth Advisor & Relationship Manager -
Jessica Horner
Vice President
Financial Planner -
Duna Hur
Vice President
Central Portfolio Manager & Equity Trader -
Doda Johnson
Vice President
Senior Trust Officer -
Tatum Johnson
Trust Associate
Client Services Associate -
Kevin Kappeler
Assistant Vice President
Information Technology PMO & Reporting Manager -
D. Laly Kassa
Senior Managing Director
Co-Head of Planning Group -
Elizabeth Kearns
Managing Director
Co-Head of Planning Group - Ryan Kelly Investment Performance & Reporting Analyst
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Robert Kessler
Assistant Vice President
Trust Operations Analyst - Michael Kleinschmidt Vice President
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Jonathan Kobets
Director
Wealth Advisor & Relationship Manager -
Daniel R. Kuhnlein
Assistant Vice President
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 & Client Services Support -
Paula A. Landau, CFP®, ChSNC®, CTFA
Managing Director
Wealth Advisor & 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 & Equity Trader -
Colleen Lussier, CTFA
Vice President
Senior Trust Officer -
Christopher Maldonado
Assistant Vice President
Senior Trust Officer - Rebecca Markowitz Trust Operations Analyst
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Eric Mason
Managing Director
Trust Operations Manager - Emily McMinimee Trusts & Estates Paralegal
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Missy R. Mercurio, CTFA
Vice President
Senior Trust Officer -
Irena Mkhitaryan
Trust Officer
Client Services Associate -
Ramona Mockoviak
Senior Managing Director
Wealth Advisor & Relationship Manager - Francisco Moreno Senior Trust Officer
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Andrew Morgan
Assistant Vice President
Fixed Income Associate -
Wendy Moyers, CFP®, CDFA®
Managing Director
Wealth Advisor & Relationship Manager -
Stacy C. Murchison
Senior Managing Director
Chief Marketing Officer -
Stefania Napolitano
Vice President
Estate Planning & Fiduciary Advisor -
Zachary Navarro
Vice President
Thematic Research Analyst -
Megan Nevius
Assistant Vice President
Senior Trust Officer - Rhonda Newlon Fiduciary Associate
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James Nguyen
Director
Portfolio Manager & Thematic Research Analyst -
Sveta Novikova
Vice President
Manager IT Production Operations - Cait E. O’Hearn Executive Assistant
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Elizabeth Olabosipo
Trust Officer
Client Onboarding Associate - Emily Olusanya Business Development Assistant
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Lynn M. Panagos
Senior Managing Director
Chief Client Services & Operations Officer -
Linda Peña
Trust Officer
Client Services Associate -
Craig Pernick
Senior Managing Director
Head of Fixed Income -
Amitha Prabhu
Senior Vice President
Chief Audit Executive -
Richard Preziosi
Vice President
Senior Software Developer -
Sara Proctor
Assistant Vice President
Senior Designer -
Sarah Pulkowski
Assistant Vice President
Performance Analyst -
Erin L. Raimundo
Vice President
Senior Trust Officer -
Margaret Randle
Vice President
Senior Trust Officer
Executive Assistant to President -
Jeffrey T. Relyea
Managing Director
Portfolio Management & Analytics -
Melanie Risinger, CPA
Vice President
Tax Reporting - Jeannette Owen Roegge Chief Fiduciary Officer
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Henry Romeyn
Associate Director
Institutional -
Anne Rouzer
Assistant Vice President
Performance Analyst - Radhika Nijhawan Roy Marketing Events Manager
- Mary Colette Royals Executive Assistant
- Michele Russell Staff Accountant
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Randy A. Ryan, CPA/PFS
Director
Senior Financial Planner -
Tanisha Samuda
Assistant Vice President
Compliance Officer -
Crystal Sanders
Trust Officer
Client Services Associate -
Wesley Sanford
Vice President
Thematic Research Analyst -
Lisa R. Saunders
Managing Director
Senior Trust Officer - Lorraine Sevigny Assistant Vice President
- 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 & 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
Assistant Vice President
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 -
Claire Voorhees
Director
Wealth Advisor & 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
Vice President
Internal Audit - Kisha A. Wright Assistant Vice President
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Keisha N. Young
Managing Director
Custody -
Chris M. Young, CFA
Director
Portfolio Manager