Potomac

Karen Dempsey

Based in our Potomac, MD office, Karen is a client operations associate, supporting the broader operations team and assisting local ...

Chris McLoughlin

Chris McLoughlin

Chris serves as a Senior Associate on our Client Operations team, supporting the broader function by processing requests and assisting ...

Hilary Neblett

Hilary is a Senior Associate on the Marketing team and is based in the firm’s Potomac, MD office. In her ...

Andrew Lopez

Andrew serves as an associate on the Investment Team, with a focus on trading and supporting the broader team through ...

Shawn Smith

Shawn is an associate on our Client Operations team, supporting the wider team by assisting advisors in the Potomac, MD ...

Max Kortegast

Max Kortegast

Max is a Senior Advisor Associate based in the firm’s Potomac, MD office, supporting advisors in all aspects of the ...

Garrett Scranton

Garrett Scranton

Garrett is an advisor associate in the firm’s Potomac, MD office, assuming the role after an internship in the summer ...

Julie Swanson

Julie serves as an associate on the Client Operations team, supporting the broader Mid-Atlantic team by processing day-to-day and incoming ...

Alice Li

Alice Li

Alice serves as a Client Service Associate in the firm’s Potomac, MD office, functioning as a first point of contact ...

Annie Hall

Annie is a Client Service Associate in the firm’s Potomac, MD office, serving as a first point of contact for ...

Corey McGuire

Corey McGuire, CFA®

Corey serves as a Vice President on the Investment Team. He joined the team with more than 20 years of ...

Shawn Wyckoff

Shawn is a Senior Associate on our Client Operations team, supporting the wider team by assisting advisors in the Potomac, ...