Our People

Ebony Montesino

Senior Client Service Associate

Ebony Montesino joined the firm in April 2017 in an...

Andrew Moore

Senior Associate, Data Management

Andrew joined the team in 2019 and works as a...

Ryan Moore, CFP®

Senior Advisor Associate

Ryan is a Senior Advisor Associate based in our Bay...

Michael Moriarty

Chief Investment Officer

Michael joined the firm in 2017. As Chief Investment Officer,...

Matthew Moser, CFP®

Senior Advisor Associate

As a senior advisor associate in our New York City...

Bobby Moyer, CFA®, CFP®, CAIA®

Senior Vice President

Bobby joined the team through the acquisition of ACG Wealth...

Marla Mulligan

Office Manager

Marla Mulligan is the Office Manager of the San Rafael...

Ryan Murray

Client Service Associate

Ryan is a client service associate based in our New...

Christine Nairne

Senior Advisor Associate

Christine serves as a senior advisor associate in our Fulton,...

Marilyn S. Napoli, CFP®

Senior Vice President

Marilyn Napoli joined the firm after a long and successful...

Hilary Neblett

Senior Associate, Marketing & Communications

Hilary is a Senior Associate on the Marketing team and...

Katie O’Connor

Advisor Associate

Katie serves as an advisor associate in our Reston, VA...

Jake Obringer, CFP®

Senior Advisor Associate

Jake serves as a senior advisor associate in our Reston,...

Madelyn Oemig

Advisor Associate

Madelyn serves as an advisor associate in our Milwaukee office,...

Channing Olson

SVP, Head of Integration and Project Management

Channing Olson serves as Head of Integration and Project Management...

Christopher Owens, CFP®

Assistant Vice President

Chris joined the firm in 2017, bringing with him a...