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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:

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