Saman Bigharaz
Regional Vice President
Brittany Doyle
Director, Client Service
Destiny Collins
Client Service Specialist
Ian Smith
Client Service Specialist
Jonathan Davenport
Business Manager
Kathryn Freid
Service Operations Associate
Kevyn Douyon
Relationship Manager
Kurt Vogel
Relationship Manager
Parker Montgomery
Assistant Account Manager
Raesa Martin
Relationship Manager
Rebecca Ehrhardt
Service Operations Associate
Rebekah Pusey
Client Service Specialist
Riley Baer
Client Service Specialist
Scott Berkson, AIF®
Operations Manager
Aplavya (AZ) Gupta
Portfolio Manager
Judith Somera Campbell
Accounting Associate
Marianna Krasnoshtein
Director, Client Accounting
Nick Henry
Portfolio Consultant
Tammy Gorokhov
Accounting Associate
Anna Dominique Mendoza
Tax Associate

