Bradley M. Kowalczyk, J.D., LL.M
Partner
Mark Moshier, CPA
Partner
Scott C. McCartney, CFA
Managing Director
Joseph D. Summa, CFA
Partner
Neil Edmonds, AIF
Partner
Chris Lai, CFA
Partner
Chief Investment Officer
Nancy L. Kowalczyk
Director of Operations
Chief Compliance Officer
Douglas F. Bissonette
Managing Director
Tim Welchons
Financial Advisor
Steve Basile
Financial Advisor
Julian Rivers Ballesteros
Senior Portfolio Analyst
Connie Benson
Associate
Kira Edmonds
Associate
Brian Saunders
Portfolio Analyst
Operations Associate