ABOUT US

CREATIVE, RELIABLE STEWARDS

Our People

Lawrence H.

Hatch

Ohio Regional Director

Managing Director

full bio

Mark

Hays

Director of Sustainable and Impact Investing

Vice President

full bio

Gregory M.

Healy, CPA/PFS, CFP^®

Relationship Manager, Wealth Advisory

Managing Director

full bio

Andrew

Heinz

Business Development Associate

full bio

Sean E.

Heron, CFA

Portfolio Manager, Derivatives

full bio

Michael K.

Hickey

Washington, D.C. Regional Director

Managing Director

full bio

Russell E.

Holladay, CFA, CFP^®

Relationship Manager, Portfolio Management

Managing Director

full bio

Charles

Hopkins

Client Development Officer

full bio

Andrew

Hunt

Relationship Manager, Portfolio Management

Vice President

full bio

Michela

Karrash

Client Development Associate

full bio

Robert P.

Kiep, III

Princeton Regional Director

Managing Director

full bio

Kelly P.

Kim, CFP^®, CTFA

Relationship Manager, Wealth Advisory

Vice President

full bio

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