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
Danielle Hart January 25, 2025 Wealth Management Chris Bixby, CFP® Danielle Hart January 25, 2025 Wealth Management Chris Bixby, CFP®Senior Vice PresidentPortfolio and Wealth Management
Emilie Ma January 25, 2025 Administrative Team Nicole Bock Emilie Ma January 25, 2025 Administrative Team Nicole BockClient Relationship Associate
Leah Olson January 25, 2025 Investment Team Joe Brooks Leah Olson January 25, 2025 Investment Team Joe BrooksVice PresidentTax-Exempt Trading and Portfolio Management
Emilie Ma January 25, 2025 Administrative Team Missy Brooks Emilie Ma January 25, 2025 Administrative Team Missy BrooksClient Relationship Associate
Leah Olson January 25, 2025 Administrative Team Beth Brown Leah Olson January 25, 2025 Administrative Team Beth BrownSenior Client Relationship Associate
Emilie Ma January 24, 2025 West Bearing Investments Lexi Carpenter Emilie Ma January 24, 2025 West Bearing Investments Lexi CarpenterClient Relationship AssociateWest Bearing Investments
Danielle Hart January 24, 2025 Investment Team, Wealth Management Casia Chappell, CFP®, CPWA® Danielle Hart January 24, 2025 Investment Team, Wealth Management Casia Chappell, CFP®Vice PresidentWealth Planning and Portfolio Management
Leah Olson January 24, 2025 Investment Team, Wealth Management Scott Christianson, CFP® Leah Olson January 24, 2025 Investment Team, Wealth Management Scott Christianson, CFP®Executive Vice PresidentPortfolio and Wealth Management
Emilie Ma January 24, 2025 Administrative Team Reid Christomos Emilie Ma January 24, 2025 Administrative Team Reid ChristomosOnboarding Associate
Leah Olson January 24, 2025 Marketing/Business Dev. Jim Coats Leah Olson 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
Emilie Ma January 24, 2025 Octavia Group Maria-Clara Conlin Emilie Ma January 24, 2025 Octavia Group Maria-Clara ConlinOperations AssociateOctavia Group
Emilie Ma January 24, 2025 Wealth Management Tyler Conroy, CFP®, CPWA® Emilie Ma January 24, 2025 Wealth Management Tyler Conroy, CFP®Vice PresidentWealth Planning
Leah Olson January 23, 2025 West Bearing Investments Chelsea Diamond Leah Olson January 23, 2025 West Bearing Investments Chelsea DiamondSenior Client Relationship AssociateWest Bearing Investments
Danielle Hart January 23, 2025 Investment Team Blaine Dickason Danielle Hart January 23, 2025 Investment Team Blaine DickasonSenior Vice PresidentPortfolio Management and Trading
Leah Olson January 23, 2025 Investment Team Dean Dordevic Leah Olson January 23, 2025 Investment Team Dean DordevicPrincipalPortfolio Management
Emilie Ma January 22, 2025 Investment Team Peter Earnshaw Emilie Ma January 22, 2025 Investment Team Peter EarnshawEquity Trader
Danielle Hart January 21, 2025 Administrative Team Katie Fairris Danielle Hart January 21, 2025 Administrative Team Katie FairrisVice PresidentAdministrative Services
