Emilie Ma January 16, 2025 Administrative Team Andreis Kennedy Emilie Ma January 16, 2025 Administrative Team Andreis KennedyClient Relationship Associate
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 16, 2025 Operations/Info Systems Luke Kolln Emilie Ma January 16, 2025 Operations/Info Systems Luke KollnSenior AnalystInvestment Operations and Reporting
Danielle Hart January 16, 2025 Compliance Team Ezra Kover, IACCP® Danielle Hart January 16, 2025 Compliance Team Ezra Kover, IACCP®Chief Compliance Officer
Leah Olson January 15, 2025 Investment Team, Wealth Management Mary Lago, CFP®, CTFA Leah Olson January 15, 2025 Investment Team, Wealth Management Mary Lago, CFP®Chief Wealth StrategistPrincipal
Emilie Ma January 15, 2025 Administrative Team Danielle Larner Emilie Ma January 15, 2025 Administrative Team Danielle LarnerLead Client Relationship Associate
Emilie Ma January 15, 2025 Administrative Team Jesyca Lazo Emilie Ma January 15, 2025 Administrative Team Jesyca LazoLead Client Relationship Associate
Emilie Ma January 15, 2025 Administrative Team Kelli Leavenworth Emilie Ma January 15, 2025 Administrative Team Kelli LeavenworthOffice Coordinator
Danielle Hart January 14, 2025 Marketing/Business Dev. Emilie Ma Danielle Hart January 14, 2025 Marketing/Business Dev. Emilie MaLead Marketing SpecialistCommunications and Events
Emilie Ma January 14, 2025 Administrative Team Valerie Maldonado Emilie Ma January 14, 2025 Administrative Team Valerie MaldonadoLead Client Relationship Associate
Emilie Ma January 14, 2025 Administrative Team Julie Mark Emilie Ma January 14, 2025 Administrative Team Julie MarkSenior Client Relationship Associate
Emilie Ma January 13, 2025 Wealth Management Brett Norris, CFP®, JM Emilie Ma January 13, 2025 Wealth Management Brett Norris, CFP®Vice PresidentPortfolio and Wealth ManagementWest Bearing Investments
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 13, 2025 Administrative Team Lesllie Nuñez Danielle Hart January 13, 2025 Administrative Team Lesllie NuñezLead Client Relationship AssociateWest Bearing Investments
Emilie Ma January 12, 2025 Investment Team Tami Oglesby Emilie Ma January 12, 2025 Investment Team Tami OglesbySenior Vice PresidentPortfolio and Wealth 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
Emilie Ma January 11, 2025 Marketing/Business Dev. Kendra Pelofske Emilie Ma January 11, 2025 Marketing/Business Dev. Kendra PelofskeLead Marketing SpecialistMultimedia Design
Danielle Hart January 11, 2025 West Bearing Investments Nate Putnam, CFP® Danielle Hart January 11, 2025 West Bearing Investments Nate Putnam, CFP®Senior Vice PresidentPortfolio and Wealth ManagementWest Bearing Investments
Emilie Ma January 10, 2025 Operations/Info Systems David Quisenberry, GCIH Emilie Ma January 10, 2025 Operations/Info Systems David Quisenberry, GCIHChief Technology OfficerChief Information Security Officer
Emilie Ma January 9, 2025 Operations/Info Systems Kristina Ray Emilie Ma January 9, 2025 Operations/Info Systems Kristina RayFinance and Accounting Manager
