Office heads:

Dee Ann Schedler, Managing Director & Senior Relationship Manager

Steven W. Smith, Managing Director & Senior Relationship Manager

Wealth management team:

Bruce D. Katz, CFP^®, Chief Growth Officer & Executive Director of Strategic Alliances

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

Kevin M. Fearnow, CFP^®, Managing Director & Senior Business Development Officer

Luis A. Iraheta, Managing Director & Market Manager, Private Banker  

Kyle W. Marotta, CFP^®, Managing Director & Senior Relationship Manager

Halsey O. Schreier, Managing Director & Senior Wealth Strategist 

Shady Jadali, Director & Relationship Manager

Damara R. Jones, Senior Vice President & Senior Client Service Manager

Lane Brokaw, CFA^®, Vice President & Relationship Manager

Donna M. Cole, Vice President & Senior Client Service Manager

Soheila M. Tari, Vice President & Senior Client Service Manager

William Marty, Associate Vice President & Relationship Manager

Investment team:

David L. Donabedian, CFA, Chief Investment Officer

Edward Apsey, Co-Head of ESG Engagement and Stewardship

Emily Kaiser, Co-Head of ESG Engagement and Stewardship

Rachel Perry, Associate & ESG Investment Associate