ABOUT US

CREATIVE, RELIABLE STEWARDS

Our People

Amber

Ferrero, CTFA

Client Development Officer

full bio

Katelyn M.

Flaherty

Relationship Manager, Endowment and Foundation Advisory

Vice President

full bio

David

Friedman, CFA^®

Relationship Manager, Portfolio Management

Vice President

full bio

Richard W.

Gale, CFA

Relationship Manager, Portfolio Management

Managing Director

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

Managing Director

full bio

Scott L.

Gilleland, CFA

Relationship Manager, Portfolio Management

Managing Director

full bio

Richard N.

Gorda, CTFA

Wealth Administrator

Vice President

full bio

Eric D.

Grasinger, CFA, CMT

Relationship Manager, Portfolio Management

Managing Director

full bio

Brian K.

Green, CFA

Director of Private Wealth Portfolio Management

Associate Director of Investment Management

full bio

Frederick L.

Haack, III

Relationship Manager, Portfolio Management

Managing Director

full bio

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