Skill. Dedication. Experience.
Evan D. Butler
Data Analyst
Daniel P. Carr
Regional Director Southwest
Stephen J. Cavagnaro
Director of Private Clients
Pan Chau
Information Technology Manager
Daniel P. Cronin
Director of Client Development
Leighton F. Culici
Portfolio Analyst
Zachary M. Dandurand
Investment Operations Associate
Diane M. DeBono Schafer
Chief Operating Officer and Chief Compliance Officer
Michelle Demerle
Compliance Officer
Jennifer K. DeSisto, CFA®, CAIA®
Chief Investment Officer
Alicia P. Doherty
Wealth Management Associate
Daniel A. Doucette, CIMA®
Regional Director Northeast/ Florida
Patrick A. Fischoeder
Private Client Advisor
Cara Forcellati
Controller
Alison M. Goodrich, CFP®
Private Client Advisor
Kyle F. Gorman
Chief Financial Officer
Erika B. Hart
Marketing Manager
William J. Hickey
Portfolio Manager
Dymphna A. Hurley
Sales Administration Manager
Angela G. Izzo
Senior Operations Associate
Jack R. Kulpa, CIMA®
Regional Director Mid-Atlantic
Kristen A. McGovern
Manager of Trading and Operations
Stephanie K. Moroney
Director of Research
Nicole M. Napolitano
Office Manager
Tigran Navasardian, CFA®
Analyst
Thomas M. O’Brien
Client Intelligence Associate
Christopher H. O’Neill, CIMA®
Regional Director Heartland
Jenna C. O’Connell
Investment Operations Associate
Robyn M. Peterson
Head Trader
Cameron R. Rahbar, MST, CFP®, AEP®
Wealth Strategist
Nancy D. Ramey
Client Administrator
William P. Rice
Chief Executive Officer
William P. Rice, Sr.
Executive Chairman
Jeremy D. Roux
RFP Specialist
Colin P. Schleifer
Director of National Accounts
Kevin A. Schroeder
Business Systems Administrator
Robert Scuzzarella
Trader
Michael K. Serchen, CFP®, CIMC®
Regional Director Central
Andrew P. St. Martin, CFA®
Portfolio Manager
Andrew J. Stukalin
Analyst
Heidi E. Taber
Trader, Trading Compliance
Tina Tam
Accounts Administration
Marc Van Keuren
Regional Director Northwest
Church Waesche, CFA®, CPA
Analyst
David J. Watson
Analyst
George N. Whitmore
Head of Business Development and Client Relations
Robert P. Zielinski
Market Research and Performance Analyst