CREATIVE, RELIABLE STEWARDS

Our People

Howard E.N.

Wilson

Florida Regional Office Director

Managing Director

full bio

Charles A.

Adonizio

Management Associate

Endowment and Foundation Investments

full bio

Anthony

Albuquerque

Portfolio Manager, Private Investments

Vice President

full bio

Benjamin

Alimansky

Director of Manager Research

Managing Director

full bio

Fareeha N.

Arshad, CFA, CFP, CTFA®

Relationship Manager, Portfolio Management

Vice President

full bio

Samantha

Audia

Client Development Associate

full bio

Erin

Ballard

Recruiting Officer

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Justin

Banea

Business Development Associate

full bio

Susan

Black, CHFC®

Wealth Planner and Technology Specialist

Vice President

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Luke H.

Borda

Relationship Manager, Portfolio Management

Managing Director

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Melissa

Burke

Director of Personal Tax

Managing Director

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Stephen R.

Burns, CFA

Portfolio Manager, Endowment & Foundation Relationship Management

Vice President

full bio