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Our People

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

Charles Meixelsperger
Charles Meixelsperger

Assistant Vice President, Investments

Anne Melewski
Anne Melewski

Administrative Assistant & Special Projects Coordinator

Max Meltzer, CFP®
Max Meltzer, CFP®

Senior Vice President

Sierra Middleton
Sierra Middleton

Marketing & Growth - Shared Services

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

Senior Vice President