CREATIVE, RELIABLE STEWARDS

Our People

Erin

McNichol

Business Development Associate

full bio

Thomas

Melcher

Associate Director of Investment Management

full bio

Lisa H.

Michel, CTFA

Wealth Administrator

Vice President

full bio

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