Office Heads:

Dee Ann Schedler, Managing Director & Senior Relationship Manager

Steven W. Smith, Managing Director & Senior Relationship Manager

Wealth Management Team:

Kevin M. Fearnow, CFP^®, Managing Director

Luis A. Iraheta, Managing Director & Market Manager

Bruce D. Katz, CFP^®, Managing Director & Chief Growth Officer

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

Jason L. Stoneman, CFA, Managing Director

Halsey O. Schreier, Senior Vice President & Senior Wealth Strategist 

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

Shady Jadali, Vice President & Relationship Manager

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

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

William Marty, Associate Vice President

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