CREATIVE, RELIABLE STEWARDS

Our People

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

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Michael R.

Gallagher

Relationship Manager, Portfolio Management

Vice President

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Donald

George, CFP®

Relationship Manager, Portfolio Management

Vice President

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Richard J.

Giarrusso

Relationship Manager, Portfolio Management

Managing Director

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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

full bio