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  • Christopher Vassilopoulos

    Christopher A. Vassilopoulos

    Director of Institutional Business Development

  • Evan Vollmer

    Evan M. Vollmer

    Portfolio Manager Assistant

  • Amanda Wallace

    Amanda A. Wallace

    Client Support Assistant

  • Summer Wanner

    Summer C. Wanner

    Operations Associate

  • Alexander Wertz

    Alexander M. Wertz, CFP®

    Associate Portfolio Manager

  • Joseph White

    Joseph P. White, CFA, CFP®, CDFA®

    Portfolio Manager

  • Logan Wiedmann

    Logan A. Wiedmann, CAP®

    Gift Fund & Operations Associate

  • James Wineland

    James M. Wineland, CFP®, CIMA®, AIF®

    Portfolio Manager, Principal

  • Alex Wirt

    Alex J. Wirt, CFA, CFP®

    Credit Analyst

  • George Wong

    George Wong, CFA

    Associate Portfolio Manager

  • Jacqueline Wright

    Jacqueline R. Wright, FPC

    Senior Corporate Finance Associate

  • Scott Wyckoff

    Scott Wyckoff, CFA, CFP®

    Managing Director, Principal

  • Christy Yost

    Christy A. Yost

    Equity Trading Manager

  • Matthew Yung

    Matthew J. Yung, CFA, CFP®

    Senior Portfolio Manager, Principal

  • Brandon Zureick

    Brandon A. Zureick, CFA

    Senior Managing Director, Principal

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