CREATIVE, RELIABLE STEWARDS

Our People

Lee

Miller

Director of New York Region

Managing Director

full bio

Richard E.

Miller (“Dutch”), CFP®

Wealth Advisor

Vice President

full bio

Greg

Millhauser

Portfolio Manager, Private Investments

Vice President

full bio

Katherine G.

Monahan

Sales and Marketing Associate

Officer

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

Eli

Mudrick, CPA

Management Associate, Endowment and Foundation Advisory

full bio

Karl S.

Murray, ChFC®, CLU®

Business Development Director

Vice President

full bio

Paul D.

Neidhardt

Relationship Manager, Portfolio Management

Managing Director

full bio

Bobbie

Nenno Larkin, CTFA, CFP®

Relationship Manager

Wealth Advisor

full bio

Susan C.

Nickel, CTFA

Relationship Manager, Wealth Advisory

Vice President

full bio

Mark S.

Nurse

Relationship Manager, Portfolio Management

Managing Director

full bio