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Alphabetical Listing

Appelman, Sharon, CFP®, Managing Director, Wealth Advisor, Co-Head of Wealth Planning

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Aspen, Andrew, Partner, Chief Legal Officer

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Aylward, Robert J., Senior Managing Director, Portfolio Manager, Research Analyst

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Baghdasaryan, Anna, Managing Director, Research Analyst

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Beardsley, Eric, CFA®, Managing Director, Research Analyst

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Berman, Leonard, Partner, Portfolio Manager

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Clammer, Ben, Managing Director, Relationship Manager

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Clifford, Graham, Partner, Chief Technology Officer

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Clifford, John, Managing Director, Head Trader

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Colin, Sam, Partner, Portfolio Manager

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Covino, Jeremy, Managing Director, Chief Compliance Officer

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Dende, Christopher, CFP®, Managing Director, Wealth Advisor, Co-Head of Wealth Planning

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Denmark, Michael, Managing Director, Research Trader

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Freedberg, Andrew, Partner, Portfolio Manager

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Garfunkel, George, Senior Managing Director, Wealth Advisor

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Gasner, Michael, Senior Managing Director, Portfolio Manager

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Gottesman, Robert W., Executive Chairman, Partner, Portfolio Manager

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Greenberg, Matt, Senior Portfolio Manager

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Groveman, Benjamin, Partner, Portfolio Manager

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Groveman, Bernard, CFA®, Partner, Portfolio Manager

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Haley, Robert J., CFA®, Partner, Portfolio Manager, Research Analyst

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Han, Frank, Managing Director, Research Analyst

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Helmick, Dan, Partner, Portfolio Manager

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Henderson, Kenya, Senior Managing Director, Chief Marketing Officer

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Kelter, Michael, Partner, Portfolio Manager

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Marans, Joshua K., CFA®, Managing Director, Research Analyst

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Marsans, Aletta, CFP®, ChFC®, Vice President, Wealth Advisor

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McCarthy, Jennifer, Managing Director, Head of Trusts & Estates

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McGraw, Emma, CFP®, Vice President, Wealth Advisor

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Muccia, David C., Senior Managing Director, Portfolio Manager, Research Analyst

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Muccia, Timothy C., Partner, Portfolio Manager

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Mullen, Wendy, Partner, Chief Administrative Officer

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Nemzin, Robert, Managing Director, Wealth Advisor

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Nimocks, Byron, Senior Portfolio Manager

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Patrick, Paul, Managing Director, Portfolio Manager

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Pau, Dickson, Research Associate

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Pigman, Paul, ChFC®, CLU®, Managing Director, Wealth Advisor, Relationship Manager

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Porter, Simon E., Senior Managing Director, Portfolio Manager

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Puri, Himayani, Partner, Portfolio Manager, Head of Research

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Reiter, Jill, CFA®, Senior Managing Director, Portfolio Manager

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Rodriguez, Justin, CFA®, Director, Portfolio Manager

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Sammarco, Joseph A., Senior Managing Director, Head of Operations, Supervision, and Trading

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Schwartz, Adam H., Partner, Portfolio Manager

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Spinola, Alvaro, CFA®, Partner, Chief Financial Officer, Chief Operating Officer

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Stainman, Arthur, Senior Portfolio Manager

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Tambaro, Arthur, Senior Managing Director, Relationship Manager

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Tappen, Amanda A., CFP®, Managing Director, Wealth Advisor, Relationship Manager

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Vann, Robert, Managing Director, Wealth Advisor

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Varon, Jack, Partner, Portfolio Manager

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Vodofsky, Jay, Partner, Relationship Manager

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Waldman, Deborah, Senior Managing Director, Wealth Advisor

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Wydra, Zachary A., Chief Executive Officer, Partner, Portfolio Manager

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Yegya-Raman, Anand, Managing Director, Research Analyst

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Zager, Mark, Research Associate

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