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Leadership
Michelle A. Knight
Joseph E. Powers
Kristin D. Fazio
Investment & Financial Planning Staff
Michelle A. Knight
Joseph E. Powers
Sharon J. Phelan, CFP®
Francis J. Sennott
Daniel L. Almeida
Shruti Bansal, CFA
Jennifer K. Loveless, CFP®
Michael J. Stevens
Terrence C. Tedeschi
James J. Danna
Jack W. Morefield
Michael E. Martin, CFP®
Lana Finn
Angela Roof
Julia M. Salemme
Saori Takahashi
Winfield ("Win") C. Grimm
Compliance & Client Operations Staff
Kristin D. Fazio
Irene E. Brennan
Sophia S. Flaxen
Linda M. Darsney
Colin C. Tarpey
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