Carol Clarke
Assistant Vice President, Client Service
Carol is an Assistant Vice President, Client Service located in...
Samia L. Clookie (née Reed), CFP®, FPQP™
Assistant Vice President
Samia is an advisor based in the firm’s Annapolis, Maryland...
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, CFA®
Assistant Vice President
Justin joined the firm in 2019 and works as an...
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...
Connor Darrell, CFA®
Vice President, Investments
Connor is a Vice President on the Investment Team and...
