Org chart
Peter J. Raimondi
CEO & Founder
Peter J. Raimondi
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Kayla Berg
Chief Compliance Officer
Bryan P. Keller
Chief Strategic Officer
Greg Horn
Chief Development Officer
Leslie Arsenault Metz
General Counsel
Luke S. Baxter
MD, Technology
Matthew J. Haddad
MD, Senior Portfolio Manager
Patrick G. Hahn
MD, Senior Portfolio Manager
David McDonald
MD, Senior Portfolio Manager
William J. Mikus
MD, Senior Wealth Advisor
Myranda J. O’Bara
MD, Senior Wealth Advisor
Brett W. Orvieto
MD, Senior Wealth Advisor
Marilyn Rios
MD, Senior Wealth Advisor
Jeffrey D. Levin
MD, Senior Wealth Advisor
Bonnie A. Sewell
MD, Senior Wealth Advisor
Frank Pineno
MD, Senior Wealth Advisor
David Strachan
MD, Senior Wealth Advisor
Josh Crossman
MD, Senior Wealth Advisor
Donald S. Loveless
MD, Senior Wealth Advisor
Marie Albin
Director, Marketing & Communications
Amy B. Armstrong
Director, Client Services
Peter Augustin
Director, Wealth Advisor
Mary Beth Cosentino
Director, Wealth Advisor
Bridget A. Cunningham
Director, Senior Portfolio Manager
Diane L. Dillon
Director, Wealth Advisor
Tamara Ertley
Director, Senior Relationship Associate
Andrea Gorniok
Director, Client Service Associate
Will Kamery
Director, Senior Wealth Advisor
John H. King
Director, Senior Wealth Advisor
Wendy Kneebone
Director, Finance
Dannielle Moussally
Director, Senior Executive Assistant
Jill D. Rance
Director, Senior Wealth Advisor
Madison Strahan
Director, Senior Relationship Associate
Rhys Williams
Director, Senior Wealth Advisor
Fiore Zotos
Director, Systems Coordinator
Jessie Hughes
Director, Wealth Advisor
Tim Melly
Director, Senior Portfolio Manager
Todd Lermitte
Director, Senior Wealth Advisor
Betsy Rector
Director, Senior Wealth Advisor
Brian Suskevich
Director, Senior Wealth Advisor
Lou della Valle
Managing Director
Gina K. Bartell
Managing Director
