Leah Olson January 21, 2023 Administrative Team Sandy Fendall Leah Olson January 21, 2023 Administrative Team Sandy FendallSenior Client Relationship Associate
Leah Olson January 21, 2023 Administrative Team Lori Ferraro Leah Olson January 21, 2023 Administrative Team Lori FerraroAdministrative Associate and Private Events Planner
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 20, 2023 Operations/Info Systems Michael Garcia Leah Olson January 20, 2023 Operations/Info Systems Michael GarciaChief Technology Officer
Leah Olson January 20, 2023 Administrative Team Jake Gradwohl Leah Olson January 20, 2023 Administrative Team Jake GradwohlEquity Trader
Danielle Hart January 19, 2023 Investment Team Alex Harding, CFA Danielle Hart January 19, 2023 Investment Team Alex Harding, CFAVice PresidentEquity Research and Portfolio Management
Leah Olson January 19, 2023 Marketing/Business Dev. Danielle Hart Leah Olson January 19, 2023 Marketing/Business Dev. Danielle HartVice PresidentMarketing and Business Development
Danielle Hart January 19, 2023 Octavia Group Kirstin Havnaer Danielle Hart January 19, 2023 Octavia Group Kirstin HavnaerSenior Vice PresidentPrivate Family OfficeOctavia Group
Danielle Hart January 19, 2023 Investment Team Joe Herrle, CFA Danielle Hart January 19, 2023 Investment Team Joe Herrle, CFAVice PresidentAlternative Assets
Danielle Hart January 19, 2023 Investment Team Krystal Daibes Higgins, CFA Danielle Hart January 19, 2023 Investment Team Krystal Daibes Higgins, CFAVice PresidentEquity Research
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 Operations/Info Systems Becky Horvat Leah Olson January 19, 2023 Operations/Info Systems Becky HorvatChief Financial Officer
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
Leah Olson January 17, 2023 Investment Team Peter Jones, CFA Leah Olson January 17, 2023 Investment Team Peter Jones, CFASenior Vice PresidentEquity Research and Portfolio Management
Danielle Hart January 16, 2023 Investment Team Tara Kinateder, CEPA® Danielle Hart January 16, 2023 Investment Team Tara Kinateder, CEPA®PrincipalPortfolio Management
Emilie Ma January 16, 2023 Operations/Info Systems Luke Kolln Emilie Ma January 16, 2023 Operations/Info Systems Luke KollnOperations and Reporting Analyst
Danielle Hart January 16, 2023 Compliance Team Ezra Kover, IACCP® Danielle Hart January 16, 2023 Compliance Team Ezra Kover, IACCP®Chief Compliance Officer
Emilie Ma January 16, 2023 Investment Team Tyler Kurata Emilie Ma January 16, 2023 Investment Team Tyler KurataEquity Trader
Leah Olson January 15, 2023 Investment Team, Wealth Management Mary Lago, CFP®, CTFA Leah Olson January 15, 2023 Investment Team, Wealth Management Mary Lago, CFP®Chief Wealth StrategistPrincipal
