Meet Our Team
Our team of experienced wealth management professionals specialize in providing investment insight and support, aiming for a high level of service. We look forward to partnering with you to provide comprehensive investment portfolios.
Thomas N. O’Connor, J.D.
Managing Director
Joshua Pierce, CFP®, CAIA
Managing Director, Portfolio Research and Management
John Cogswell, CFA®
Director, Portfolio Research and Management
Ethan Somers, CFA®
Director, Portfolio Research and Management
Stuart Long, CFA®
Vice President, Portfolio Research & Management
Andy Mai, CFA®
Senior Manager, Portfolio Research and Management
Andy Brody
Director, Investment Operations
Andrew Angelo
Senior Manager, Investment Operations
Nicholas P. Neff
Manager, Investment Operations
Brad Marcolini
Trader, Investment Operations
Duncan Anderson
Senior Associate, Investment Operations
Justin Brown
Associate, Investment Operations