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  • Evette Maddox

    Evette Maddox, SHRM-CP®

    Human Resources Manager

  • Chad Maggard

    Chad R. Maggard, CFA

    Managing Director, Principal

  • Kathleen Mahdasian

    Kathleen H. Mahdasian

    Regional Marketing Manager

  • Lindsay Marinkov

    Lindsay J. Marinkov (m. Keith), CTFA

    Senior Trust Officer

  • Lori Marshall

    Lori A. Marshall

    Facilities/Office Manager

  • Ryan Martin

    R. Ryan Martin, CFA

    Senior Portfolio Manager, Principal

  • Laura Mattern

    Laura R. Mattern, CFA, CFP®

    Senior Portfolio Manager, Principal

  • Michael Mattimore

    P. Michael Mattimore

    Portfolio Manager Assistant

  • 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

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