CREATIVE, RELIABLE STEWARDS

Our People

Melissa

Burke

Director of Personal Tax

Managing Director

full bio

Stephen R.

Burns, CFA

Relationship Manager, Endowment and Foundation Portfolio Management

Vice President

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Leigh

Carter

Relationship Manager, Wealth Advisory

Vice President

full bio

Kara A.

Chickson

Relationship Manager, Wealth Advisory

Vice President

full bio

Neil

Christian, CFP®

Business Development Director

Vice President

full bio

WILLIAM J.

CHRISTY, CFP®

Wealth Planner

Vice President

full bio

John W.

Church, CFA

Director of Endowment and Foundation Impact Portfolio Management

Managing Director

full bio

Nina L.

Cohen

Director of Endowment and Foundation Advisory

Managing Director

full bio

Adam M.

Conish, CFA

Director of Endowment and Foundation Investments

Managing Director

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Matthew J.

Cross, CFA

Relationship Manager, Portfolio Management

Managing Director

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Michael C.

Crow

Relationship Manager, Endowment and Foundation Portfolio Management

Managing Director

full bio

Deborah P.

Cugel, CFA

Relationship Manager, Portfolio Management

Managing Director

full bio