Tyrone Clarke
Client Service Associate
Tyrone is a Client Service Associate based in the firm’s...
Carol Clarke
Assistant Vice President, Client Service
Carol is an Assistant Vice President, Client Service located in...
Samia L. Clookie (née Reed), CFP®, FPQP™
Senior Advisor Associate
Samia is a Senior Advisor Associate in the firm’s Annapolis,...
Rachel Clore
Client Service Associate
As a Client Service Associate, Rachel supports the advisory team...
Pat Coelho
Receptionist
Pat works in the Fulton, MD office supporting Advisors and...
Rokhand Collins
Client Service Specialist
Rokhand Collins is a Client Service Specialist based in the...
Dominick Commesso
Senior Vice President, Business Development
Based in our Palm Beach Gardens office, Dominick joined the...
Justin Cone
Senior Advisor Associate
Justin joined the firm in 2019 and works as a...
Jonathan C. Connolly, AIF®
Managing Director, Head of Trust Services
As a seasoned professional with more than 29 years of...
Adam Corder, FPQP™
Advisor Associate
Adam serves as an Advisor Associate in the firm’s Annapolis,...
Crystal Cox, MBA, CDFA®, CFP®
Senior Vice President
Crystal Cox is a financial advisor based in the Madison,...
Kelly Crosby
Senior Office Coordinator
Kelly is the Senior Office Coordinator of the firm’s Potomac,...
Tony Cruz, CAIA®
Senior Vice President
As an advisor, Tony works closely with clients leveraging his...
Tim Curley
Vice President, Investments
Tim Curley is a Vice President on the Investments Team...
Mary Rose Cusick
Senior Client Service Associate
Serving as a Senior Client Service Associate for the West...
Jay Czarapata, CFP®, CRPS®
Senior Vice President
Jay joined the firm in 2011 in our Milwaukee office...
