Our Team
Our values guide us, our team defines us.
Operations
Berkley Barrett
Compliance Administrator
ViewAnn Brown
Administrative Assistant
ViewJack Carignan
Portfolio Administrator
ViewMelissa Carlucci
Principal, Chief Operating Officer
ViewBrinelle Genus
Information Technology Associate
ViewJeffrey Gurnett
Principal, Head of Business Applications & Technology
ViewGina Hughes
Portfolio Administrator
ViewSowmya Konda
Head of Operations
ViewMichele Lifsey
Principal, Senior Performance & Compliance Administrator
ViewMae Morgan, CPA
Principal, Chief Financial Officer
ViewAnn Pollard
HNW Client Services Specialist
ViewAnne Goddard Rand
Executive Assistant
ViewRosana Sheldon
Head of Human Resources
ViewBrianna Smith
Operations Support Administrator
ViewAndrew Wetzel
Principal, Chief Compliance Officer
ViewKelly Young
Principal, Senior Operations Specialist
View