ABOUT US

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CREATIVE, RELIABLE STEWARDS

Our People

Katelyn M.

Flaherty

Relationship Management Officer, Endowment and Foundation Advisory

full bio

David

Friedman, CFA^®

Relationship Manager, Portfolio Management

Vice President

full bio

Richard W.

Gale, CFA

Relationship Manager, Portfolio Management

Vice President

full bio

Michael R.

Gallagher

Relationship Manager, Portfolio Management

Vice President

full bio

Donald

George, CFP^®

Relationship Manager, Portfolio Management

Vice President

full bio

Richard J.

Giarrusso

Relationship Manager, Portfolio Management

Vice President

full bio

Scott L.

Gilleland, CFA

Relationship Manager, Portfolio Management

Managing Director

full bio

Richard N.

Gorda, CTFA

Wealth Administrator

Vice President

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Eric D.

Grasinger, CFA, CMT

Relationship Manager, Portfolio Management

Managing Director

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Brian K.

Green, CFA

Director of Private Wealth Portfolio Management

Associate Director of Investment Management

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Frederick L.

Haack, III

Relationship Manager, Portfolio Management

Managing Director

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Craig

Hardwick, CFP^®

Relationship Manager, Wealth Advisory

Vice President

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