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®
Vice President
Wealth Planning and Portfolio Management

Scott Christianson, CFP®

Scott Christianson, CFP®

Scott Christianson, CFP®
Executive Vice President
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
Vice President
Equity Research and Portfolio Management

Joe Herrle, CFA

Joe Herrle, CFA

Joe Herrle, CFA
Vice President
Alternative Assets

Krystal Daibes Higgins, CFA

Krystal Daibes Higgins, CFA

Krystal Daibes Higgins, CFA
Vice President
Equity Research

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
Senior Vice President
Equity Research and Portfolio Management

Tara Kinateder

Tara Kinateder

Tara Kinateder
Principal
Portfolio Management

Tyler Kurata

Tyler Kurata

Tyler Kurata
Equity Trader

Mary Lago, CFP®, CTFA

Mary Lago, CFP®, CTFA

Mary Lago, CFP®
Chief Wealth Strategist
Principal

Shawn Narancich, CFA

Shawn Narancich, CFA

Shawn Narancich, CFA
Executive Vice President
Equity Research and Portfolio Management

Jason Norris, CFA

Jason Norris, CFA

Jason Norris, CFA
Director
Equity Research and Portfolio Management