We are an organization built on experience, ingenuity, and intensity. You will not find a team more devoted to the pursuit of extraordinary outcomes. We focus on trust, financial stewardship, and personalized client service. Abby Barlow, CFA Partner, Director of Investment Research Abby Tan Securities Operations Administrator Abby Krolick Senior Securities Operations Administrator Anthony Te Securities Operations Administrator Andrew Ramsey Client Advisor Chloe Gil Securities Operations Coordinator Chris Sheehan Director of Business Processes & Systems Colby Stilson Chief Financial Officer Daniel Barton Financial Associate Eliza Leach Senior Client Advisor Emily Mears Senior Client Advisor Eric Kramer Founder, CEO & CIO Etan Weiss Senior Investment Specialist Hayley Chase Data Analyst Jack Swift President Jeffrey J. Burney Partner, Co-Director of Client Advisory Services Joe Swain Information Technology Manager Jordyn Dame Executive Assistant Joshua Love Manager of Reporting Justine DeCoste Investment Analyst Kevin Arnold Financial Associate Lise Major Chief of Staff Lindsay Searer, CFA Senior Investment Analyst Matt Wiles, CFP Partner, Co-Director of Client Advisory Services Michael McGowan, CFA Senior Investment Analyst Miles Cooke, CFA Senior Investment Analyst Norma Plache, Esq. Manager of Family Wealth Planning Randi Grassgreen, Esq. Partner, Director of Family Wealth Planning Samantha Tanner Senior Investment Assistant Sarah Dunbar Manager of Business Initiatives Sarah Stegmiller Director of First Impressions and Office Manager Sonya Hausafus Head of Branding and Communications Stephanie Kroner Staff Accountant Susan Braun Executive Assistant Taylor Davison Senior Client Advisor Tom Gallanis Client Advisor Trang Tran Senior Reporting Analyst Will Skinner, CPA Assistant Controller
