Carol Clarke
Carol is an Assistant Vice President, Client Service located in Potomac, MD. In this role, she supports the office’s team ...
Ryan Reed
As a Microsoft Dynamics Developer, Ryan supports the firm’s internal technology department by helping to build out and improve digital ...
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 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 portfolio management. He provides support ...
Shawn Smith
Shawn is an associate on our Client Operations team, supporting the wider team by assisting advisors in the Potomac, MD ...
Max Kortegast, CFP®
Max is an advisor based in the firm’s Potomac, MD office, supporting the broader team in all aspects of the ...
Garrett Scranton
Garrett is a senior advisor associate in the firm’s Potomac, MD office, assuming the role after an internship in the ...
Julie Swanson
Julie serves as a senior associate on the Client Operations team, supporting the broader Mid-Atlantic team by processing day-to-day and ...
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 ...
