Danielle Hart January 26, 2025 West Bearing Investments, Wealth Management Charissa Anderson, CFP®, CDFA® Danielle Hart January 26, 2025 West Bearing Investments, Wealth Management Charissa Anderson, CFP®Executive Vice PresidentPortfolio and Wealth ManagementWest Bearing Investments
Leah Olson January 26, 2025 Investment Team, Wealth Management Nathan Ayotte, CFP® Leah Olson January 26, 2025 Investment Team, Wealth Management Nathan Ayotte, CFP®PrincipalPortfolio and Wealth Management
Emilie Ma January 24, 2025 Investment Team, Wealth Management Scott Christianson, CFP® Emilie Ma January 24, 2025 Investment Team, Wealth Management Scott Christianson, CFP®Executive Vice PresidentPortfolio and Wealth Management
Emilie Ma January 24, 2025 Marketing/Business Dev. Jim Coats Emilie Ma January 24, 2025 Marketing/Business Dev. James CoatsExecutive Vice PresidentPortfolio Management
Leah Olson January 24, 2025 Investment Team Ralph Cole, CFA Leah Olson January 24, 2025 Investment Team Ralph Cole, CFADirectorEquity Strategy and Portfolio Management
Danielle Hart January 23, 2025 Investment Team Blaine Dickason Danielle Hart January 23, 2025 Investment Team Blaine DickasonSenior Vice PresidentPortfolio Management and Trading
Emilie Ma January 23, 2025 Investment Team Dean Dordevic Emilie Ma January 23, 2025 Investment Team Dean DordevicPrincipalPortfolio Management
Heidi Stanley January 21, 2025 West Bearing Investments, Wealth Management Josh Frankel, CFP® Heidi Stanley January 21, 2025 West Bearing Investments, Wealth Management Josh Frankel, CFP®DirectorPortfolio and Wealth ManagementWest Bearing Investments
Leah Olson January 19, 2025 Investment Team Steve Holwerda, CFA Leah Olson January 19, 2025 Investment Team Steven Holwerda, CFAManaging Director
Leah Olson January 19, 2025 Investment Team George Hosfield, CFA Leah Olson January 19, 2025 Investment Team George Hosfield, CFADirector and Chief Investment Officer
Leah Olson January 19, 2025 Investment Team Brad Houle, CFA Leah Olson January 19, 2025 Investment Team Brad Houle, CFAPrincipalHead of Fixed Income
Leah Olson January 17, 2025 Investment Team Peter Jones, CFA Leah Olson January 17, 2025 Investment Team Peter Jones, CFAExecutive Vice PresidentEquity Research and Portfolio Management
Danielle Hart January 16, 2025 Investment Team Tara Kinateder, CEPA® Danielle Hart January 16, 2025 Investment Team Tara Kinateder, CEPA®PrincipalPortfolio Management
Emilie Ma January 13, 2025 Investment Team Shawn Narancich, CFA Emilie Ma January 13, 2025 Investment Team Shawn Narancich, CFAOf Counsel
Heidi Stanley January 13, 2025 Investment Team Jason Norris, CFA Heidi Stanley January 13, 2025 Investment Team Jason Norris, CFADirectorEquity Research and Portfolio Management
Danielle Hart January 11, 2025 Investment Team, Wealth Management Samantha Pahlow, CTFA, AWMA Danielle Hart January 11, 2025 Investment Team, Wealth Management Samantha Pahlow, CTFAWealth Management ChairExecutive Vice President
Danielle Hart January 11, 2025 West Bearing Investments Nate Putnam, CFP® Danielle Hart January 11, 2025 West Bearing Investments Nate Putnam, CFP®Vice PresidentPortfolio and Wealth ManagementWest Bearing Investments
