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Our People

Justin Cone, CFA®
Justin Cone, CFA®

Assistant Vice President

Melanie Conte
Melanie Conte

Senior Executive Assistant

Ethan Copeland
Ethan Copeland

Advisor Associate

Adam Corder, FPQP™
Adam Corder, FPQP™

Senior Advisor Associate

Laura Cordova-Sanchez
Laura Cordova-Sanchez

Client Service Specialist

Nick Crapanzano
Nick Crapanzano

Client Service Associate

Kelly Crosby
Kelly Crosby

Senior Office Coordinator

Tony Cruz, CAIA®
Tony Cruz, CAIA®

Senior Vice President

Tim Curley
Tim Curley

Vice President, Investments

Mary Rose Cusick
Mary Rose Cusick

Senior Client Service Associate

Jude Cypher, MBA, CSS
Jude Cypher, MBA, CSS

Advisor Associate

Jay Czarapata, CFP®, CRPS®
Jay Czarapata, CFP®, CRPS®

Senior Vice President

Connor Darrell, CFA®
Connor Darrell, CFA®

Vice President, Investments

Amanda Davis
Amanda Davis

Client Service Associate