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Meet Our People

We believe one of the best reasons to come here are the people who already work here. Learn more about some of the most talented, accomplished and interesting people working in finance today.

  • Andrew

    Andrew

    Brokerage Operations Representative
    Westlake, TX
  • Brad

    Brad

    Transaction Processing Representative
    Convington, KY
  • Wendy

    Wendy

    HR, Payroll
    Durham, NC
  • Marcin

    Marcin

    Sr. Portfolio Analyst
    Boston, MA
  • Scott

    Scott

    Sr. Facilitator
    Covington, KY
  • Michele

    Michele

    Project Manager
    Westlake, TX
  • Tracey

    Tracey

    Service Delivery Associate
    Merrimack, NH
  • Tricia

    Tricia

    Sr. Account Executive
    Portland, OR
  • Doug

    Doug

    Branch Manager
    Sacramento, CA
  • Tim

    Tim

    VP, Investment Consulting
    Smithfield, RI
  • Matt

    Matt

    Principal Software Engineer
    London
  • Peggy

    Peggy

    Business Analysis Consultant
    Covington, KY
  • Kent

    Kent

    Director - Tax Communications
    Boston, MA
  • Ron

    Ron

    Director of Channel Support
    Smithfield, Rhode Island
  • Joan

    Joan

    Principal Systems Support Analyst
    Smithfield, Rhode Island
  • Hope

    Hope

    Manager, Portfolio Advisory Services
    Jacksonville, FL
  • Joe

    Joe

    Account Executive
    Illinois Branch
  • Yafen

    Yafen

    Defined Contribution Representative
    Durham, North Carolina
  • John

    John

    Trading Manager
    Westlake, Texas
  • Kathy

    Kathy

    Director, Risk
    Merrimack, NH
  • Wendy

    Wendy

    Vice President, Branch Manager
    Fort Lauderdale, Florida Investor Center
  • caitlin

    Caitlin

    Accounting Analyst
    Boston, MA
  • Benjamin

    Benjamin

    Accounting Analyst
    Boston, MA
  • Stephen

    Stephen

    Capital Markets Analyst
    Boston, MA (World Trade Center)
  • Traver

    Traver

    Business Analyst
    Boston, MA (World Trade Center)
  • Matt

    Matthew

    Capital Markets Associate
    Boston, MA (World Trade Center)