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Team
Business Development Team
Brendan Clark, CFA®
Chief Executive Officer
Christopher Cullen, CIMA®
National Sales Manager
Joseph Bell
Executive Vice President, Key Accounts
Patty Quinn McAuley, CFP®
Director of Marketing
Glenn Dorsey, CFA®, CAIA®
Senior Vice President, Client Portfolio Manager
Peter J. Eisenrich, CFA®
Vice President, Client Portfolio Manager
Jim Way
Internal Sales Manager
Paul Binnion
Director of Strategic Development
Jim Shields, CIMA®
Senior Vice President for Key Accounts
Ryan Kenney, CIMA®, AIF®
Senior Investment Consultant
Jeffrey Boyanoski, CFP®
Senior Investment Consultant
Carter Hatch
Senior Investment Consultant
Brian Fitzgerald
Senior Investment Consultant
Ron Bittone
Investment Consultant
Zack Dukich
Investment Consultant
Jordan Rapoport
Investment Consultant
Michael Cole, CFP®, CFS®
Investment Consultant
Rick Parker
Investment Consultant
Brett McAvoy
Investment Consultant
Anthony Graves
Investment Consultant
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