Meet Our People

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
Financial Consultant
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)

Matt

Christine
Municipal Finance Associate
Boston, MA (World Trade Center)