CREATIVE, RELIABLE STEWARDS

Our People

Yong

Shuai, CFA, CPA

Foundation and Fiduciary Tax Advisor

Vice President

full bio

Robert M.

Siewert, CFA

Relationship Manager, Portfolio Management

Managing Director

full bio

Michael H.

Sinoway

Research Analyst, Manager Research

Vice President

full bio

Andrew K.

Slade, CAP®

Relationship Management Officer, Endowment and Foundation Advisory

full bio

Jonathan L.

Stanley, CFA

Relationship Manager, Portfolio Management

Managing Director

full bio

Joseph J.

Stoll

Relationship Manager, Wealth Advisory

Managing Director

full bio

Jay V.

Strippoli

Relationship Manager, Portfolio Management

Vice President

full bio

Brian J.

Sullivan, CFP®

Wealth Planner

Vice President

full bio

Rafael E.

Tamargo

Relationship Manager, Portfolio Management

Vice President

full bio

Christopher

Tiano

Business Development Director

Vice President

full bio

Kenneth B.

Trippe, CFA, FRM

Director of Private Investments

Managing Director

full bio

Ilona

Vovk, CFP®

Investment Strategy Officer

full bio