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Team
Client Portfolio Management
Ryan Gardner, CFA®
Client Portfolio Manager
Patrick Schultz, J.D.
Senior Wealth Planner
Chris Wadley
Client Portfolio Analyst
Dominique Bell
CPM Data Specialist
Steve Versage, CFA®
Client Portfolio Analyst
Pat Camilli
Client Portfolio Analyst
Aaron Hin
Associate Client Portfolio Analyst
Yash Rane
Associate Client Portfolio Analyst
Thomas Duffy, CFA®
Client Portfolio Manager
Glenn Dorsey, CFA®, CAIA®
SVP, Head of Client Portfolio Management
Peter J. Eisenrich, CFA®
VP, Senior Client Portfolio Manager
Brendan May
Director, CPM Analyst Team
Emily Thompson
Tax Transition Specialist
Jake Whitmoyer
Tax Transition Specialist
Joshua Graff, CFA®
Associate Client Portfolio Manager
Kristina Vitelli
CPM Coordinator
