Leah Olson January 21, 2025 Marketing/Business Dev. Mary Faulkner Leah Olson January 21, 2025 Marketing/Business Dev. Mary FaulknerExecutive Vice PresidentBranding and Communications
Leah Olson January 21, 2025 Administrative Team Sandy Fendall Leah Olson January 21, 2025 Administrative Team Sandy FendallSenior Client Relationship Associate
Leah Olson January 21, 2025 Administrative Team Lori Ferraro Leah Olson January 21, 2025 Administrative Team Lori FerraroAdministrative Associate and Private Events Planner
Heidi Stanley January 21, 2025 West Bearing Investments, Wealth Management Josh Frankel, CFP® Heidi Stanley January 21, 2025 West Bearing Investments, Wealth Management Josh Frankel, CFP®DirectorPortfolio and Wealth ManagementWest Bearing Investments
Leah Olson January 20, 2025 Administrative Team Jake Gradwohl Leah Olson January 20, 2025 Administrative Team Jake GradwohlEquity Trader
Danielle Hart January 19, 2025 Investment Team Alex Harding, CFA Danielle Hart January 19, 2025 Investment Team Alex Harding, CFAVice PresidentEquity Research and Portfolio Management
Leah Olson January 19, 2025 Marketing/Business Dev. Danielle Hart Leah Olson January 19, 2025 Marketing/Business Dev. Danielle HartVice PresidentMarketing and Business Development
Emilie Ma January 19, 2025 Octavia Group Samantha Hathhorn Emilie Ma January 19, 2025 Octavia Group Samantha HathhornAssociate Family Office Advisor
Danielle Hart January 19, 2025 Octavia Group Kirstin Havnaer Danielle Hart January 19, 2025 Octavia Group Kirstin HavnaerSenior Vice PresidentPrivate Family OfficeOctavia Group
Danielle Hart January 19, 2025 Investment Team Joe Herrle, CFA Danielle Hart January 19, 2025 Investment Team Joe Herrle, CFAVice PresidentAlternative Assets and Portfolio Management
Danielle Hart January 19, 2025 Investment Team Krystal Daibes Higgins, CFA Danielle Hart January 19, 2025 Investment Team Krystal Daibes Higgins, CFAVice PresidentEquity Research and Portfolio Management
Leah Olson January 19, 2025 Investment Team Steve Holwerda, CFA Leah Olson January 19, 2025 Investment Team Steven Holwerda, CFAManaging Director
Leah Olson January 19, 2025 Operations/Info Systems Becky Horvat Leah Olson January 19, 2025 Operations/Info Systems Becky HorvatChief Financial Officer
Leah Olson January 19, 2025 Investment Team George Hosfield, CFA Leah Olson January 19, 2025 Investment Team George Hosfield, CFADirector and Chief Investment Officer
Leah Olson January 19, 2025 Investment Team Brad Houle, CFA Leah Olson January 19, 2025 Investment Team Brad Houle, CFAPrincipalHead of Fixed Income
Leah Olson January 17, 2025 Investment Team Peter Jones, CFA Leah Olson January 17, 2025 Investment Team Peter Jones, CFAExecutive Vice PresidentEquity Research and Portfolio Management
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 KollnOperations and Reporting Analyst
Danielle Hart January 16, 2025 Compliance Team Ezra Kover, IACCP® Danielle Hart January 16, 2025 Compliance Team Ezra Kover, IACCP®Chief Compliance Officer
