CREATIVE, RELIABLE STEWARDS

Our People

Gordon B.

Fowler, Jr.

President and Chief Executive Officer

full bio

Ann Marie

Bell

Director of Engagement

Managing Director

full bio

Laura

LaRosa

Executive Director of Client Development

Managing Director

full bio

Stephen C.

Lehman, CFA

Chief Investment Officer for Endowment and Foundation

Director, Investments of The Pew Trusts

full bio

Maria

McGarry

Chief Compliance Officer

full bio

Susan P.

Mucciarone

Executive Director of Private Wealth Management

full bio

Louis

Pellicori

Chief Technology Officer

Managing Director

full bio

Jason D.

Pride, CFA

Chief Investment Officer of Private Wealth

Managing Director

full bio

Jordan B.

Savitch

General Counsel and Director of Business Assurance

Managing Director

full bio

Raj

Tewari

Chief Operating Officer

Managing Director

full bio

Lisa M.

Whitcomb

Director of Wealth Strategy

Managing Director

full bio

Mary Ann B.

Wirts

Chief Administrative Officer

Managing Director

full bio

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