Matthew Knudsen

Relationship Manager

George Panageotou, CFA®

Senior Investment Associate

Sydney Taylor

Institutional Client Service Specialist

Aja Cage

Administrative Associate

Sophia Pirozzi

Human Resources/Operations Specialist

Samantha Facius

Marketing Associate

Emira Best

Staff Accountant

Jason Dye, CFP­®, QKA

Portfolio Operations and Implementation Manager

Marcus Schafer, CFP­®, MBA

Director of Growth