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Our People

Katrina Capul
Katrina Capul

Senior Human Resources Manager

Suzzie Carbone
Suzzie Carbone

Client Service Associate

Emily Carr
Emily Carr

Assistant Vice President, Client Service

Spencer Carver
Spencer Carver

Advisor Associate

Diane Cauchois
Diane Cauchois

Assistant Vice President, Investments

Rudolph Cervetto
Rudolph Cervetto

Office Coordinator

Erin Chausse
Erin Chausse

Resource Specialist

Karolina Chernyak, FPQP™, AAMS®
Karolina Chernyak, FPQP™, AAMS®

Senior Client Service Specialist

Carol Clarke
Carol Clarke

Assistant Vice President, Client Service

Tyrone Clarke
Tyrone Clarke

Senior Advisor Associate

Samia Clookie, CFP®
Samia Clookie, CFP®

Assistant Vice President

Rachel Clore
Rachel Clore

Advisor Associate

Pat Coelho
Pat Coelho

Receptionist

Rokhand Collins
Rokhand Collins

Client Service Specialist