CREATIVE, RELIABLE STEWARDS

Our People

Kelly P.

Kim, CFP®, CTFA

Relationship Manager, Wealth Advisory

Vice President

full bio

Christine

Krause

Relationship Manager, Wealth Advisory

Vice President

full bio

Jillian

Kukucka

Relationship Manager, Wealth Advisory

Vice President

full bio

Thomas J.

LaFauci, CFA

Research Analyst, Endowment & Foundation Investments

Officer

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Jonathan R.

Lavy, CFA

Relationship Manager, Endowment and Foundation Portfolio Management

Managing Director

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Jeannette M.

Leighton, CPA

Personal Tax Advisor

Managing Director

full bio

Jeff B.

Lipschutz 

Associate General Counsel

Vice President

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Mary Jo

Luongo

Relationship Manager, Wealth Advisory

Vice President

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Richard B.

Martin

Retirement Plan Specialist

Vice President

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Stacy J.

Martin

Relationship Manager, Wealth Advisory

Managing Director

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Robert M.

Maxwell

Director of Estate & Trust Settlement

Managing Director

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John F.

McCabe IV

Chief Fiduciary Counsel

Managing Director

full bio