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  • Joseph Carlo

    Joseph P. Carlo, CFP®

    Associate Portfolio Manager

  • Tina Carpenter

    Tina A. Carpenter

    Client Support Assistant

  • David Christian

    David A. Christian, CFA, CFP®

    Portfolio Manager, Principal

  • Courtney Clouse

    Courtney E. Clouse, Esq., CTFA

    Trust Officer

  • Kimberly Coleman

    Kimberly Coleman

    Trust Counsel Assistant

  • Emilia Connor-Brady

    Emilia J. Connor-Brady, CFA, CAIA

    Portfolio Manager

  • Cooper Crawford

    Cooper T. Crawford

    Portfolio Manager Assistant

  • Amy Cumbow

    Amy K. Cumbow

    Client Support Assistant

  • Carrie Cupito

    Carrie A. Cupito

    Senior Operations Associate

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