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

Steve Fernelis, Managing Director & Senior Relationship Manager

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

Edward Kelly,  CPWA®, AIF®, BFA™, Managing Director

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

Christopher Lombardo, CFA, Managing Director & Senior Relationship Manager

Amanda G. Marsted, Managing Director & Senior Relationship Manager

Sherry Monroe, Managing Director & Senior Client Service Manager 

Michael F. Pudlak, Managing Director & Market Manager

Amanda B. Regnier, Managing Director & 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

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

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

Josh Davis, Vice President

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 

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

Denise Amaya-Rodriguez, Associate Vice President & Client Service Manager

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

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

Nathaniel Baronowski, Associate & Client Service Associate

Lashimmedee Somerville, Associate & Senior Client Service Associate

Investment Team

Rebecca Babin, Managing Director & Senior Equity Trader 

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

Jigar Patel, CFA, Managing Director & Portfolio Manager

Firm Leaders