CREATIVE, RELIABLE STEWARDS

Our People

Michael

Dellapa, CFA, CAIA

Relationship Manager, Portfolio Manager

Vice President

full bio

Rosemary

Di Rita

Relationship Manager, Endowment and Foundation Advisory

Vice President

full bio

Adam T.

Douberly, CFP®

Managing Director,

Relationship Manager

full bio

Jeffrey P.

Dowds, CPA, CFP®

Wealth Planner

Vice President

full bio

Dominique C.

Dumouchel

Business Development Director

Vice President

full bio

Nikki

Durand, CFA, CTFA

Relationship Manager

Wealth Advisory

full bio

Timothy S.

Egan

Relationship Manager, Wealth Advisory

Vice President

full bio

Julia

Enyart

Impact Research Analyst

Public Investments

full bio

Letitia A.

Ewing

Relationship Manager, Wealth Advisory

Managing Director

full bio

Amber

Ferrero, CTFA

Client Development Associate

full bio

Katelyn M.

Flaherty

Relationship Management Officer - Endowment and Foundation Advisory

full bio

Richard W.

Gale, CFA

Relationship Manager, Portfolio Management

Vice President

full bio