ABOUT US

CREATIVE, RELIABLE STEWARDS

Our People

Joseph

McCool

Business Development Director

Managing Director

full bio

Albert J.

McCrery IV, CFA

Relationship Manager, Portfolio Management

Vice President

full bio

Scott

McGough, CFA, CFP^®

Philadelphia Regional Director

Managing Director

full bio

Thomas

Melcher

Director of Family Wealth

Managing Director

full bio

Lisa H.

Michel, CTFA, AEP

Relationship Manager, Wealth Administration

Vice President

full bio

Lee

Miller

New York Metro Regional Director

Managing Director

full bio

Richard E.

Miller (“Dutch”), CFP^®

Relationship Manager, Wealth Advisory

Vice President

full bio

Greg

Millhauser

Portfolio Manager of Private Investments

Managing Director

full bio

Katherine G.

Monahan

Sales and Marketing Associate

Officer

full bio

Daniel

Moonay

Senior Counsel and Deputy Chief Compliance Officer

Vice President

full bio

Thomas

Moore

Relationship Manager, Endowment and Foundation Advisory

Vice President

full bio

James E.

Morris

Relationship Manager, Portfolio Management

Vice President

full bio

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