CREATIVE, RELIABLE STEWARDS

Our People

Kelly P.

Kim, CFP®, CTFA

Wealth Advisor

Vice President

full bio

JILLIAN

KUKUCKA

Relationship Management Officer

full bio

Stephen C.

Lehman, CFA

CIO for Endowments & Foundations

Director, Investments of The Pew Trusts

full bio

Jeannette M.

Leighton, CPA

Personal Tax Advisor

Vice President

full bio

Mary Jo

Luongo

Wealth Advisor

Vice President

full bio

Richard B.

Martin

Retirement Plan Specialist

Vice President

full bio

Stacy J.

Martin

Relationship Manager, Wealth Advisory

Vice President

full bio

Robert M.

Maxwell

Director of Estate & Trust Settlement

Managing Director

full bio

John F.

McCabe IV

Relationship Manager, Wealth Advisory

Managing Director

full bio

Albert J.

McCrery IV, CFA

Relationship Manager, Portfolio Management

Vice President

full bio

Maria

McGarry

Chief Compliance Officer

GIM Officer

full bio

Scott

McGough, CFA, CFP®

Regional Director

Managing Director

full bio