Our Team

Robert T. Edwards

CEO, Chief Investment Officer, Senior PIM® Portfolio Manager

Rob Edwards

Managing Director, Senior PIM® Portfolio Manager

H. Scott Waldman, MBA

Managing Director

Todd Finkel, MBA

Senior Financial Advisor, Director

John P. Kellar, PRP

First Vice President - Investment Officer, Senior Institutional Consultant

Michael Shear

Managing Principal

Scott Shear

Senior Vice President

Andrew C. Banks, CRPC®

First Vice President, Fundamental Choice Portfolio Manager

Jeff Neuwirth

First Vice President, Financial Advisor

C.W. Kelleher

Managing Director

Kim Larson

First Vice President

Meg Pennisi, CDFA®

First Vice President

Cesar A. Aran, CRPC

First Vice President

Jonathan Hancock

Director, Trading Operations

Sebastian Brinkerhoff, MBA

Business Development Officer

Leta Langevin

Client Relationship Manager

Debbie Rodriguez

Client Relationship Manager

Maureen Lake

Client Relationship Manager

Matthew Waldman

Client Service Assistant

M. Sofia Garcia C

Senior Marketing Manager

Nathalie Remillard

Client Relationship Manager, Wealth Planning Consultant

Griffin Klein

Client Service Associate