Mid-Atlantic
400 East Pratt Street Downtown, 8th 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
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
Brian Hughes, Associate & Client Service Associate
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