We always put your best interest first.
First Vice President, Associate Director of Portfolio Analytics & Client Portfolio Manager
Senior Vice President, Director of Client Portfolio Management
First Vice President, Associate Director of Manager Selection
Vice President, Associate Strategy Portfolio Manager (Muni Bonds) & Senior Bond Analyst
Senior Vice President, Deputy Chief Investment Officer & Director of Equities
Assistant Vice President, Business Development Associate - Wealth Management
Elizabeth 'Scotty' McConnaughey
Vice President, Strategy Co-Port Manager (Equity Income)
First Vice President, Sr. Relationship Manager & Financial Planner
Vice President, Strategy Co-Portfolio Manager (Core Equity) & Senior Equity Analyst
Our seasoned investment team includes ten Chartered Financial Analysts, seven Certified Financial Planners™ and other top talent with many advanced degrees.
For more information about our Wealth Management services, call:
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