ABOUT US

CREATIVE, RELIABLE STEWARDS

Our People

Kathryn

Davidson

Management Associate,

Endowment & Foundation Wealth Advisory

full bio

Michael

Dellapa, CFA, CAIA

Relationship Manager, Portfolio Management

Vice President

full bio

Matthew

DiQuollo, CFP®

Business Development Director

Vice President

full bio

Rosemary

DiRita

Relationship Manager, Endowment and Foundation Advisory

Managing Director

full bio

Adam

Douberly, CFP^®

Philadelphia Regional Director

Managing Director

full bio

Jeffrey P.

Dowds, CPA, CFP^®

Wealth Planner

Vice President

full bio

Renée

Dubyk

Business Development Officer

full bio

Dominique C.

Dumouchel

Business Development Director

Vice President

full bio

Nikki

Durand, CFA, CTFA

Relationship Manager, Wealth Advisory

Vice President

full bio

Timothy S.

Egan

Relationship Manager, Wealth Advisory

Vice President

full bio

Elizabeth

Eldridge

Director of Manager Research

Managing Director

full bio

Julia

Enyart

Vice President, Sustainable and Impact Investing

full bio

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