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  • Jonathan McEvoy

    Jonathan M. McEvoy, CFP®, AIF®

    Senior Portfolio Manager, Principal

  • Michelle McGinnis

    Michelle L. McGinnis

    Client Support Assistant

  • Jeremy Meanwell

    Jeremy I. Meanwell

    Equity Research Associate

  • Maxwell Monk

    Maxwell T. Monk, CFA

    Senior Portfolio Manager, Principal

  • Dean Moulas

    Dean A. Moulas, CFA

    Managing Director, Principal

  • Michael Murphy

    Michael C. Murphy, CFP®

    Director of Intermediaries & Client Service

  • Nathan Nichols

    Nathan D. Nichols, CFA

    Portfolio Manager Assistant

  • Tori O'Leary

    Tori D. O'Leary

    Client Support Assistant

  • Lisa Oliverio

    Lisa R. Oliverio, CPA

    Director of Finance, Principal

  • Erica Osborn

    Erica M.L. Osborn, MFE

    Portfolio Manager Assistant

  • Margaret Palmer

    Margaret J. Palmer

    Senior Institutional Account Administrator

  • Tina Panzeca

    Tina M. Panzeca

    Client Support Assistant

  • Bret Parrish

    Bret H. Parrish, CFA

    President of Private Client Group, Principal

  • Joanna  Pereira

    Joanna M. Pereira

    Front Desk Associate

  • Landon Peterson

    Landon J. Peterson, CFA

    Portfolio Analyst

  • Zachary Pierson

    Zachary J. Pierson, CFP®

    Senior Portfolio Manager, Principal

  • Brandon Plumb

    Brandon R. Plumb, CFA, CFP®

    Portfolio Manager

  • Michael Prebles

    Michael P. Prebles, MBA

    Portfolio Manager Assistant

  • Celeste Pugh

    Celeste M. Pugh

    Corporate Operations Associate

  • Leah Quortrup

    Leah B. Quortrup, CTFA

    Trust Officer

  • Joseph Radigan

    Joseph K. Radigan, CFP®

    Director of Northeastern Ohio Market, Senior Portfolio Manager, Principal

  • Tony Ramsey

    Antonio R. Ramsey

    Portfolio Manager Assistant

  • Lia Reece

    Lia V. Reece, CFP®

    Portfolio Manager Assistant

  • Kristen Rettig

    Kristen S. Rettig (m. Curtiss), CFA

    Research Analyst

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