CREATIVE, RELIABLE STEWARDS

Our People

Stephen R.

Burns, CFA

Portfolio Manager, Endowment & Foundation Relationship Management

Vice President

full bio

Leigh

Carter

Relationship Manager, Wealth Advisory

full bio

Kara A.

Chickson

Relationship Manager, Wealth Advisory

Vice President

full bio

WILLIAM J.

CHRISTY, CFP®

Wealth Planner

Vice President

full bio

John W.

Church, III, CFA

Endowment & Foundation Relationship Management

Managing Director

full bio

Casey C.

Clark, CFA

Director of Sustainable & Impact Investing

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

full bio

Matthew J.

Cross, CFA

Relationship Manager, Portfolio Management

Managing Director

full bio

Michael C.

Crow

Portfolio Manager, Fixed Income

Managing Director

full bio

Deborah P.

Cugel, CFA

Relationship Manager, Portfolio Management

Vice President

full bio

Peter K.

Cutler

Relationship Manager, Wealth Advisory

Vice President

full bio