Investment Team

Nathan Ayotte, CFP®

Nathan Ayotte, CFP®

Nathan Ayotte, CFP®
Principal
Portfolio and Wealth Management

Joe Brooks

Joe Brooks

Joe Brooks
Vice President
Tax-Exempt Trading and Portfolio Management

Casia Chappell, CFP®, CPWA®

Casia Chappell, CFP®, CPWA®

Casia Chappell, CFP®
Senior Vice President
Wealth Planning and Portfolio Management

Scott Christianson, CFP®

Scott Christianson, CFP®

Scott Christianson, CFP®
Principal
Portfolio and Wealth Management

Ralph Cole, CFA

Ralph Cole, CFA

Ralph Cole, CFA
Director
Equity Strategy and Portfolio Management

Blaine Dickason

Blaine Dickason

Blaine Dickason
Senior Vice President
Portfolio Management and Trading

Dean Dordevic

Dean Dordevic

Dean Dordevic
Principal
Portfolio Management

Peter Earnshaw

Peter Earnshaw

Peter Earnshaw
Equity Trader

Alex Harding, CFA

Alex Harding, CFA

Alex Harding, CFA
Senior Vice President
Equity Research and Portfolio Management

Joe Herrle, CFA

Joe Herrle, CFA

Joe Herrle, CFA
Senior Vice President
Alternative Assets and Portfolio Management

Krystal Daibes Higgins, CFA

Krystal Daibes Higgins, CFA

Krystal Daibes Higgins, CFA
Senior Vice President
Equity Research and Portfolio Management

Steve Holwerda, CFA

Steve Holwerda, CFA

Steven Holwerda, CFA
Managing Director

George Hosfield, CFA

George Hosfield, CFA

George Hosfield, CFA
Director and Chief Investment Officer

Brad Houle, CFA

Brad Houle, CFA

Brad Houle, CFA
Principal
Head of Fixed Income

Peter Jones, CFA

Peter Jones, CFA

Peter Jones, CFA
Executive Vice President
Equity Research and Portfolio Management

Tara Kinateder, CEPA®

Tara Kinateder, CEPA®

Tara Kinateder, CEPA®
Principal
Portfolio Management

Mary Lago, CFP®, CTFA

Mary Lago, CFP®, CTFA

Mary Lago, CFP®
Chief Wealth Strategist
Principal

Jason Norris, CFA

Jason Norris, CFA

Jason Norris, CFA
Director
Equity Research and Portfolio Management

Tami Oglesby

Tami Oglesby

Tami Oglesby
Senior Vice President
Portfolio and Wealth Management

Samantha Pahlow, CTFA, AWMA

Samantha Pahlow, CTFA, AWMA

Samantha Pahlow, CTFA
Wealth Management Chair
Executive Vice President