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Chad Longenecker
Head Of Client Service And Relationship Management
James Pinto
Senior Operations Analyst
Chad Stacks
Senior Project Manager Business Readiness
Alison Kenny
Email Developer/Coordinator
Megan Cloran
Associate Business Analyst
Steve Wittenberg
Director Of Legacy Planning
Remah Pallem
Senior Software Engineer
James Blair
Senior Manager Financial Reporting
Elaina Linn
Sales Development Center Team Lead
James Solloway, Cfa
Managing Director, Senior Portfolio Strategist
Megan Gallagher Brunner
Product Manager Global Investments
Elaine Finlay
Head Of Transfer Agency