CREATIVE, RELIABLE STEWARDS

Our People

Ilona

Vovk, CFP®

Investment Strategy Officer

full bio

Philip

Wachs

Business Development Director

Vice President

full bio

Dennis L.

Walsingham

Relationship Manager, Portfolio Management

Managing Director

full bio

Suzanne

Weston

Relationship Manager, Wealth Advisory

Vice President

full bio

Jennifer

Wong, CFA

Portfolio Manager, Private Investments

Vice President

full bio

Carol K.

Woody

Relationship Manager, Portfolio Management

Vice President

full bio

Timothy M.

Woolley, CFA

Relationship Manager, Portfolio Management

Managing Director

full bio

A. John

Wright

Relationship Manager, Portfolio Management

Managing Director

full bio

Caroline A.

Wyspianski

Relationship Manager, Portfolio Management

Vice President

full bio

Christopher M.

Zafiriou, CFA

Relationship Manager, Portfolio Management - The Pew Trusts

Managing Director

full bio

David T.

Zakielarz

Relationship Manager, Wealth Advisory

Managing Director

full bio

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