Felicia McGee
Senior Client Service Associate
Felicia is a Senior Client Service Associate in the firm’s...
Corey McGuire, CFA®
Vice President, Investments
Corey serves as a Vice President on the Investment Team....
Chris McLoughlin
Senior Associate, Client Operations
Chris serves as a Senior Associate on our Client Operations...
Charles Meixelsperger
Assistant Vice President, Investments
Charles brings to the firm a varied background in financial...
Max Meltzer, CFP®
Senior Vice President
Max joined the firm in 2015 through the acquisition of...
Pietro Messina, CFP®
Assistant Vice President
Pietro serves as an advisor in our New York City...
Uliana Michaelis, CFP®
Vice President
Joining the firm in 2018, Uliana currently serves as an...
Sierra Middleton
Senior Marketing Coordinator
Sierra is a Marketing Manager for the West Coast, serving...
Jennifer Mielnicki, MBA
Director, Trusts & Estates
Jennifer has more than 20 years of experience in managing...
Karen Miller
Client Service Associate
Karen serves as a Client Service Associate in the firm’s...
Amy Miller, CFP®, CDFA®
Senior Vice President
As a financial advisor, Amy serves a wide range of...
Dylan Mills
Senior Marketing Coordinator
Dylan joined the team through the acquisition of ACG Wealth...
Inessa M. Mischenko, CSOP
Managing Director, Director of Client Operations
Joining the firm in 2019 and based in our Potomac...
Kevin Moloney
Managing Director
Kevin joined the firm in 2013 as an advisor and...
Lynette Monegro
Senior Client Service Associate
Lynette joined the firm in 2018 as a client operations...
Ebony Montesino
Senior Client Service Associate
Ebony Montesino joined the firm in April 2017 in an...
