Boston, Massachusetts

Thomas N.

Riley, CFA

Managing Director and

Office Head

Edward C.

Bunn

Managing Director

Senior Relationship Manager

Kimberly A.

Dwyer

Managing Director

Senior Relationship Manager

Susan E.

Farris, CFA

Managing Director

Senior Relationship Manager

Alan S.

Fields

Managing Director

Senior Relationship Manager

Lizabeth P.

Fisher

Managing Director

Senior Relationship Manager

Martina A. R.

Frangis

Managing Director

Senior Relationship Manager

Mark R.

Gudaitis, CFA

Managing Director

Senior Relationship Manager

Joshua S.

Miller, CFP®

Managing Director

Senior Wealth Strategist

Eric S.

Riak, CFP®

Managing Director

Senior Relationship Manager

Judith A.

Saxe, AEP^®, CAP^®

Managing Director

Director of Research and Education

Justin S.

Amico

Senior Vice President

Relationship Manager

Joseph A.

Beauchaine, CFP®, CAIA

Senior Vice President

Relationship Manager

Liza M.

Connelly

Senior Vice President

Fiduciary Advisor

Elizabeth L.

Delaitsch, CFP®

Senior Vice President

Relationship Manager

Mark T.

Kane

Senior Vice President

Relationship Manager

Joanne

Papangelis, CFP®

Senior Vice President

Relationship Manager

Thomas P.

Walsh, CFA, CTFA

Senior Vice President

Client Service Manager

Brian A.

St. Germain

Vice President

Associate Relationship Manager

Thomas P.

McHugh

Vice President

Client Service Manager

Jeanne

O'Connell

Vice President

Senior Client Service Manager

Lisa L.

O'Connor

Vice President

Associate Relationship Manager

John E.

Switchenko, CTFA

Vice President

Associate Relationship Manager

Emily A.

Yiannis

Vice President

Associate Relationship Manager

Rogelio A.

Duran

Associate Vice President

Associate Relationship Manager

Christine A.

Kobyljanec

Associate Vice President

Senior Client Analyst

Michelle M.

Lum

Associate Vice President

Wealth Strategies Analyst

Thomas F.

McNamara, Jr.

Senior Associate

Risk Assessment Consultant

Taylor

Wailes

Associate Vice President

Senior Client Service Associate

Caroline M.

Bowne, CTFA

Senior Associate

Senior Client Service Associate

Hilary J.

Champagne

Senior Associate

Client Analyst

Julia M.

Hardigan

Senior Associate

Administrative Coordinator

Carol A.

Manzo

Senior Associate

Senior Client Service Manager

Matthew J.

Paquette

Senior Associate

Senior Client Service Associate

Wayne J.

Trinh

Senior Associate

Senior Client Analyst

Karen D.

Wehrle

Senior Associate

Senior Client Analyst

Samantha M.

Anderson

Associate

Administrative Coordinator

Tara M.

Buckley

Associate

Client Analyst

Alexa L.

Carrieri

Associate

Client Service Associate

Belinda

Kindell

Associate

Administrative Coordinator

Cara A.

McCartin

Associate

Client Analyst

James P.

Motsinger

Associate

Client Analyst

Sidney F.

Queler

Managing Director and

National Director of Business Development

Timothy J.

Majer

Managing Director

Director of Business Management

Jeffrey S.

Thomas, CFA

Managing Director

Senior Relationship Manager

Lisa M.

Garcia

Chief Risk Officer

Aaron B.

Shields

Senior Vice President

Tax Reporting Services Manager

Kimberly L.

Kaltreider

Senior Compliance Officer

Ann K.

Regan

Senior Associate

Executive Assistant

David L.

Donabedian, CFA

Chief Investment Officer

Patricia A.

Bannan, CFA

Managing Director

Head of Equities

Christopher J.

Lanouette, CFA

Managing Director

Investment Manager

Jay

Pearlstein, CFA

Managing Director

Co-Manager, Mid-Cap Growth Strategy

Bryan G.

Reilly

Managing Director

Senior Investment Analyst

Gary E.

Pzegeo, CFA

Head of Fixed Income

Co-Manager, Income Opportunities Strategy

Ohm

Srinivasan, CFA

Managing Director

Co-Manager, Hedge Funds

Frederick L.

Weiss, CFA

Managing Director

Co-Manager, Mid-Cap Growth Strategy

Sean R.

Brophy

Senior Vice President

Investment Analyst

Scott M.

Burg, CFA, CAIA

Senior Vice President

Senior Investment Analyst

Lawrence

Li

Senior Vice President

Senior Investment Analyst

Sid

Nargundkar, CFA

Senior Vice President

Senior Investment Analyst

Daniel A.

Criscuolo

Vice President

Senior Investment Analyst

Lori S.

Evans, CFA

Vice President

Senior Investment Analyst

Jeffrey B.

Lee, CFA

Vice President

Senior Investment Analyst

John E.

Maloney

Vice President

Investment Manager

Mac

Price, CFA

Vice President

Investment Analyst

Christopher J.

Matthews

Associate Vice President

Investment Associate

Mark A.

Zarella

Senior Associate

Investment Associate

Matthew E.

Jessup

Associate

Client Analyst

Kyle W.

Leavitt

Associate

Investment Associate

Linda

Xiao

Associate

Investment Associate

Peter L.

Kugeler

Managing Director

CIBC Bank USA

Keith M.

Willar

Senior Vice President

Performance Team Head