Skill. Dedication. Experience. Leadership Investment Institutional Managed Accounts Private Client All John P. Boles Miray Bou-Nassif Andrew M. Burnside Stephen J. Cavagnaro Pan Chau Leighton F. Culici Zachary M. Dandurand Carol P. Davison Jeffrey L. Deaner Diane M. DeBono Schafer Michelle Demerle Jennifer K. DeSisto, CFA®, CAIA® Daniel A. Doucette, CIMA® Nicholas A. Favorito Brian P. Fitzgerald Alison M. Goodrich, CFP® Kyle F. Gorman Georgy A. Grigoriyants Erika B. Hart William J. Hickey Rachel H. Hoban Therese M. Hollingworth Dymphna A. Hurley Jack R. Kulpa, CIMA® Neeraj Mahajan, CFA® Kristen A. McGovern Stephen Mead, Jr., CFA® Alicia P. Murphy Nicole M. Napolitano Thomas M. O'Brien Nancy D. Ramey William P. Rice William P. Rice, Sr. Colin P. Schleifer Kevin A. Schroeder Robert Scuzzarella Michael K. Serchen, CFP®, CIMC® Andrew P. St. Martin, CFA® Andrew J. Stukalin Heidi E. Taber Tina Tam Marc Van Keuren Church Waesche, CPA David J. Watson George N. Whitmore Robert P. Zielinski Recent Updates The Value Observer 1.21.2021 2021 CEO Letter Anchor Perspectives 1.19.2021 Global Market Review Q4 2020 Stock Stories, Uncategorized 1.19.2021 EXPE:NASDAQ
