Office head:

Kishore Setty, CFA®, Managing Director & East Coast Regional Executive 

Team executive:

Marc Keller, Managing Director & Senior Relationship Manager

Wealth management team

Gregory Botshon, Managing Director & Senior Private Banker

Luke A. Davis, Managing Director & Senior Relationship Manager

Kyle D. Edmonds, CFP^®, Managing Director & Business Development Officer

Alexandra L. Fuhrmann, CFA®, Managing Director & Senior Relationship Manager

Edward Kelly,  CPWA®, AIF®, BFA™, Managing Director & Business Development Officer

Craig H. Lambdin, CFA, CIC, Managing Director & Senior Relationship and Portfolio Manager

Christopher Lombardo, CFA®, Managing Director & Senior Relationship Manager

Amanda G. Marsted, Managing Director & Senior Relationship and Portfolio Manager

Sherry Monroe, Managing Director & Senior Client Service Manager 

Amanda B. Regnier, Director of Wealth / Financial Planning & Senior Wealth Strategist 

Halsey O. Schreier, Managing Director & Senior Wealth Strategist

Cynthia Temple, Managing Director & Private Banking Advisor

Patricia Tiralongo, CFA®, Managing Director & Institutional Business Developer

John Hoag, Senior Vice President & Senior Relationship Manager

Jason McCormack, Senior Vice President & Family Office Executive

Tom McNeil, CIMA®, Senior Vice President & Business Development Officer

Daniel J. Silver, CFA®, Senior Vice President & Senior Relationship Manager

Cintia Torres, CTFA, Senior Vice President & Senior Client Service Manager 

Jenny Cheung, CTFA, Vice President & Senior Client Service Manager

Josh Davis, Vice President & Business Development Officer

Meredith B. de Rham, Vice President & Associate Relationship Manager

Anna E. Giannopapas, Vice President & Client Service Manager

Angela Hsieh, Vice President & Senior Client Service Manager

Maria C. Rispoli, Vice President & Senior Client Service Manager 

Margaret S. Sueme, Associate Vice President & Senior Client Service Manager

Nathaniel Baronowski, Senior Associate & Senior Client Service Associate

Drew Convery, Senior Associate & Client Service Manager

Nick Ostezan, Family Service Specialist & Client Service Manager

Ardijana Muminovic, Senior Associate & Senior Client Service Associate

Spencer Taylor, Senior Associate & Senior Client Service Associate

Nina Biancamano, Business Development Coordinator

Daylan Jhin, Associate & Client Service Associate

Lashimmedee Somerville, Associate & Senior Client Service Associate

Investment team

Rebecca Babin, Managing Director & Senior Equity Trader 

Charles Devaney, Managing Director & Head of Portfolio Oversight

Adam R. Karpf, CFA®, Managing Director & Portfolio Manager

Firm leaders