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Our People

Jakub Malecki
Jakub Malecki

Associate, Investments

M. Zach Mangels, MSFP, CFP®
M. Zach Mangels, MSFP, CFP®

Senior Vice President

Dominick Matteo, CFP®
Dominick Matteo, CFP®

Assistant Vice President

Michael Maurer
Michael Maurer

Client Service Associate

Chris Maxey, CAIA
Chris Maxey, CAIA

Managing Director, Chief Market Strategist

Michele Mayo
Michele Mayo

Senior Vice President, Client Service Manager

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

Chris McLoughlin
Chris McLoughlin

Senior Associate, Resource Specialist