Danielle Hart January 26, 2023 West Bearing Investments, Wealth Management Charissa Anderson, CFP®, CDFA® Danielle Hart January 26, 2023 West Bearing Investments, Wealth Management Charissa Anderson, CFP®Executive Vice PresidentPortfolio and Wealth ManagementWest Bearing Investments
Leah Olson January 26, 2023 Investment Team, Wealth Management Nathan Ayotte, CFP® Leah Olson January 26, 2023 Investment Team, Wealth Management Nathan Ayotte, CFP®PrincipalPortfolio and Wealth Management
Leah Olson January 24, 2023 Marketing/Business Dev. Jim Coats Leah Olson January 24, 2023 Marketing/Business Dev. James CoatsExecutive Vice PresidentPortfolio Management
Leah Olson January 24, 2023 Investment Team Ralph Cole, CFA Leah Olson January 24, 2023 Investment Team Ralph Cole, CFADirectorEquity Strategy and Portfolio Management
Danielle Hart January 23, 2023 Investment Team Blaine Dickason Danielle Hart January 23, 2023 Investment Team Blaine DickasonSenior Vice PresidentPortfolio Management and Trading
Heidi Stanley January 21, 2023 West Bearing Investments, Wealth Management Josh Frankel, CFP® Heidi Stanley January 21, 2023 West Bearing Investments, Wealth Management Josh Frankel, CFP®DirectorPortfolio and Wealth ManagementWest Bearing Investments
Leah Olson January 19, 2023 Investment Team Steve Holwerda, CFA Leah Olson January 19, 2023 Investment Team Steven Holwerda, CFAManaging Director
Leah Olson January 19, 2023 Investment Team George Hosfield, CFA Leah Olson January 19, 2023 Investment Team George Hosfield, CFADirector and Chief Investment Officer
Leah Olson January 19, 2023 Investment Team Brad Houle, CFA Leah Olson January 19, 2023 Investment Team Brad Houle, CFAPrincipalHead of Fixed Income
Danielle Hart January 16, 2023 Investment Team Tara Kinateder, CEPA® Danielle Hart January 16, 2023 Investment Team Tara Kinateder, CEPA®PrincipalPortfolio Management
Leah Olson January 13, 2023 Investment Team Shawn Narancich, CFA Leah Olson January 13, 2023 Investment Team Shawn Narancich, CFAOf Counsel
Danielle Hart January 11, 2023 West Bearing Investments Nate Putnam, CFP® Danielle Hart January 11, 2023 West Bearing Investments Nate Putnam, CFP®Vice PresidentPortfolio and Wealth ManagementWest Bearing Investments
