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®
Advisor Associate
Jake serves as an advisor associate in our Reston, VA...
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...
Kathleen Paradis, J.D.
Senior Trust Advisor
As a Senior Trust Advisor, Kathy leverages her thorough understanding...
