Colony
Rudickson Fairio Saiwi
Peiqi Lee, Cpa
Kristina Kadeli Saunders, Cima®, Cfp®
Senior Portfolio Manager
Kerri Lyn La Rosee
Manager Of Human Capital
James Stanley
Senior Specialist Product Development
Frank Brochin
Chief Investment Officer Family Office Practice
Marshall Rowe
President, Business Owner Services Managing Director, Northern New England
Scott Mc Donald, Msfp, Cfp®
Senior Financial Counselor & Principal
Pierson Friend
Chief Investment Officer, Institutional Advisory Practice
Brandon Arnold
Associate Wealth Advisor
Brian Leach
Senior Portfolio Manager
Stephanie Lang
Client Service Associate