ABOUT US

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

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

full bio

Jeff B.

Lipschutz

Associate General Counsel

Vice President

full bio

Mary Jo

Luongo

Relationship Manager, Wealth Advisory

Vice President

full bio

Richard B.

Martin

Retirement Plan Specialist

Vice President

full bio

Stacy J.

Martin

Relationship Manager, Wealth Advisory

Managing Director

full bio

Robert M.

Maxwell

Director of Estate & Trust Settlement

Managing Director

full bio

John F.

McCabe IV

Chief Fiduciary Counsel

Managing Director

full bio

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