Inverness Counsel

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Inverness Counsel is a wealth management firm that offers advice to its clients to meet both their short-term and long-term goals.

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Philip S. Lawrence

President & CEO

Philip S. Lawrence

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Charles D. Riviezzo

Chief Compliance Officer

EVP

VP, Equity Analyst

VP & HR Director

Director of Wealth Management

Patrick Schneider

Operations Manager

Michael C. Ajello, Jr.

Portfolio Manager & Security Analyst

Deborah Charles-John

Document Manager

Pedro Montano

Accounting Manager

Mary Flood

Senior Vice President

Teams

Leadership Team

7 members

Finance and Investment Team

4 members

Operations Team

5 members

Financial Analysis Team

3 members

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