- Jeff Whitaker President and CEO
- Amy P. Raskin Chief Investment Officer
-
A. Alan Adler, III
Managing Director
Senior Portfolio Manager - Roselyn Ayala Trust Officer
- Carson Babbitt End User and Network Support Analyst
- Jillian Barradas Business Development Assistant
- Kristen Barstow Assistant Vice President
-
Mehdi Bensaida
Vice President
Finance - Jeffery M. Bishoff Chief Technology Officer
-
Tanya M. Blakely
Vice President
Senior Trust Officer - Antoaneta Borisova Client Services Associate
- Justin Brandt Trust Associate
-
Natalie L. Burch
Vice President
Internal Auditor -
Tapfuma Chibaya, CFA
Vice President
Portfolio Manager and Thematic Research Analyst -
Michelle Cohen
Trust Officer
Client Services Associate -
Garrett Collier, CFA
Vice President
Thematic Research Analyst -
Christopher Colunga
Assistant Vice President
Compliance Officer - Matthew Craun CRM Administrator
- 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
Head of Product Development - Paul R. Duncan Vice President
- Bobby Eubank, CFA Thematic Research Analyst
- Lourdes Fabi Vice President
- Daniel Ferrett Compliance Officer
- Anthony Ferry Performance Analyst
- 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 - Sebastian Fuentes Vice President
- Deborah G. Gandy Managing Director
-
Michael Gildenhorn
Senior Managing Director
Director of Portfolio Management - Laura Greb Client Services Associate
- Dan Hall Managing Director
-
Ashley G. Hall
Vice President
Wealth Advisor and Relationship Manager - Alexander Hanna Trust Officer
-
Kristi Henry
Assistant Vice President
Financial Planning Associate - Merrill Hermann Marketing Events Coordinator
- Duna Hur Trader
- Doda Johnson Assistant Vice President
-
Laly Kassa, CFP®
Managing Director
Co-Head of Planning Group -
Christine
Nicolaides Kearns Vice Chair and General Counsel -
Elizabeth Kearns
Director
Co-Head of Planning Group - Hervé Kivuvu Client Onboarding Associate
- Michael Kleinschmidt Vice President
-
Tracy Lall
Assistant Vice President
Client Onboarding Team Manager - Liz Lambert Vice President
-
Paula A. Landau, CFP®, CTFA
Managing Director
Wealth Advisor and Relationship Manager -
Dan Ledwith, CFA
Vice President
Thematic Research Analyst - Christopher Lee Senior Trust Officer
- James Leverett Trust Operations 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 - 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 -
Blake Morris
Assistant Vice President
Internal Audit - Stacy C. Murchison Chief Marketing Officer
- Kimberly D. Navarro Executive Assistant
- Zachary Navarro Thematic Research Analyst
-
Megan Nevius
Assistant Vice President
Senior Trust Officer - Rhonda Newlon Business Development Assistant
- Sveta Novikova Vice President
- Lynn M. Panagos Chief Client Services and Operations Officer
- Veronica Parker Senior Trust Officer
- Craig Pernick Senior Managing Director Head of Fixed Income
-
Amitha Prabhu
Senior Vice President
Director of Internal Audit -
Richard Preziosi
Vice President
Senior Software Developer - Erin L. Raimundo Vice President
- Margaret Randle Senior Trust Officer
- Jeffrey T. Relyea Managing Director
-
Melanie Risinger, CPA
Vice President
Tax Reporting - Jeannette Owen Roegge Chief Fiduciary Officer
- Henry Romeyn Associate Director, Institutional
- 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 Senior Advisor
-
Spencer C. Smith
Senior Managing Director
Head of Institutional Investments - Jastinder Sohi, CFA Managing Director
- Gloria Spaans Account Administrator
- Tim Spear Client Onboarding Associate
- Michael J. Stafford, Jr., CFA Managing Director
- Brendan Tennant Financial Planning Analyst
- Barbara Thebo Trust Associate
-
Lauren Vasunda
Assistant Vice President
Internal Audit - Devona Wade Trust Officer
- Colin Wali Senior Trust Officer
- Christine Wallace Managing Director
- James K. Webster Trust Officer
-
Marc K. Wishkoff
Senior Managing Director
Head of Business Development - Claudette Wood Trust Operations Analyst
- Kisha A. Wright Trust Operations Officer
- Keisha N. Young Managing Director
- Fareena Zeeshan Trust Officer