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Company Overview
Our Team
Awards & Recognition
Giving Back
Careers
Who We Serve
Private Clients
Clients We Serve
Women of Wealth Initiative
Financial Planning
Investment Management
Institutions
Institutions We Serve
Investment Approach
Consulting Services
Outsourced Chief Investment Officer
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Institutional Team
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Executive Team
Private Client Team
Institutional Team
Research
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Operations
Barry Beach
Senior Managing Director and Senior Investment Consultant
William Courson
Senior Managing Director and Senior Investment Consultant
Jason Doyle
Associate Consultant and Co-Director of Research
Gregorio Druehl
Senior Managing Director and Senior Investment Consultant
Claudelle Géhy
Senior Investment Consultant and Director of ESG Research
Allison Gormier
President — Institutional Division and Senior Investment Consultant
Jennifer Guest
Institutional Client Service Specialist
Mark Haynes
Director of Complex Portfolios and Investment Consultant
Jason Hicks
Senior Investment Consultant
Derek Lesnak
Associate Investment Consultant and Senior Investment Analyst of Research
Josh Luberda
Associate Investment Consultant
Aaron Mendelson
Institutional Business Development Associate
Michele Pryor
Institutional Client Service Specialist
William Thorpe
Chief Marketing and Development Officer
Norma Winning
Institutional Client Service Specialist
