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Mid-Atlantic Region

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100 International Drive, 23rd Floor
Baltimore, MD 21202


1201 F Street NW, Suite 900
Washington, D.C. 20004


Phone number: 202 783-4144

Toll free: 866 644-4144

Fax number: 202 737-5487

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Team Mid Atlantic Employees List

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

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

Rachel Perry, Associate & ESG Investment Associate