CREATIVE, RELIABLE STEWARDS

Our People

Linda M.

Olejko

Business Development Director

Managing Director

full bio

Ryan

Paczkowski

Talent Leader

Vice President

full bio

Carla E.

Panzitta

Business Development Director

Vice President

full bio

Alixandra

Papaharis

Client Development Associate

full bio

J. Sergeant

Pepper

Relationship Manager, Portfolio Management

Managing Director

full bio

David K.

Plotts, CFP®

Director of Wealth Planning

Managing Director

full bio

A. Hobart

Porter, CFP®

Business Development Director

Vice President

full bio

Jason D.

Pride, CFA

Chief Investment Officer of Private Wealth

full bio

Adam G.

Psichos

New Jersey Regional Office Director

Managing Director

full bio

Uma M.

Rajeshwar, CFA, CTFA, CFP ®

Relationship Manager, Portfolio Management

Managing Director

full bio

Mary-Noelle

Rasi

Wealth Planner

Vice President

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Melinda G.

Rath

Relationship Manager, Wealth Advisory

Managing Director

full bio