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


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

Shamus D. Maloney

Investment Operations Associate

Kristen A. McGovern

Manager of Trading and Operations

Stephanie K. Moroney

Director of Research

Nicole M. Napolitano

Office Manager

Tigran Navasardian, CFA®


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

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


Michael K. Serchen, CFP®, CIMC®

Regional Director Central

Andrew P. St. Martin, CFA®

Portfolio Manager

Andrew J. Stukalin


Heidi E. Taber

Trader, Trading Compliance

Tina Tam

Accounts Administration

Marc Van Keuren

Regional Director Northwest

Church Waesche, CFA®


David J. Watson


George N. Whitmore

Head of Business Development and Client Relations

Robert P. Zielinski

Market Research and Performance Analyst