CREATIVE, RELIABLE STEWARDS

Our People

Christine

Krause

Relationship Manager, Wealth Advisory

Vice President

full bio

Jillian

Kukucka

Relationship Manager, Wealth Advisory

Vice President

full bio

Thomas J.

LaFauci

Research Analyst,

Endowment & Foundation Investments

full bio

Jonathan R.

Lavy, CFA

Relationship Manager, Endowment and Foundation Portfolio Management

Managing Director

full bio

Jeannette M.

Leighton, CPA

Personal Tax Advisor

Managing Director

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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

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Joseph

McCool

Business Development Director

Managing Director

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Albert J.

McCrery IV, CFA

Relationship Manager, Portfolio Management

Vice President

full bio