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Our People

Derek Mayo
Derek Mayo

Associate, Finance

Brian Sean McAuliffe
Brian Sean McAuliffe

Managing Director

Roynette McDonald-Vandi
Roynette McDonald-Vandi

Client Service Associate

Felicia McGee
Felicia McGee

Senior Client Service Associate

Corey McGuire, CFA®
Corey McGuire, CFA®

Vice President, Investments

Ryan McKinney
Ryan McKinney

Human Resources Generalist

Charles Meixelsperger
Charles Meixelsperger

Assistant Vice President, Investments

Anne Melewski
Anne Melewski

Administrative Assistant & Special Projects Coordinator

Max Meltzer, CFP®
Max Meltzer, CFP®

Managing Director

Sierra Middleton
Sierra Middleton

Marketing & Growth - Shared Services

Amy Miller, CFP®, CDFA®
Amy Miller, CFP®, CDFA®

Senior Vice President

Alexander Milley
Alexander Milley

Advisor Associate

Kevin Moloney
Kevin Moloney

Managing Director

Lynette Monegro
Lynette Monegro

Senior Client Service Associate