Meet the Team
Director Team
Kristen K. Bradley
Director of Client Relations
Mark S. Marrone
Chief Compliance Officer
Financial Advisors
Michael B. Benedict, MBA, CFP®, CExP™
Senior Financial Advisor
Tony M. Coppola, CPA, CFP®
Senior Financial Advisor
Andrew R. Hicks, MBA
Senior Financial Advisor
Luisa O. Nemati, CFP®
Senior Financial Advisor
Michael A. Robb
Senior Financial Advisor
Richard (Rick) E. Watson
Senior Financial Advisor
Client Relations
Janet F. Chandler
Client Service Manager
Dana D. Greathouse
Client Service Representative
Kim S. Kasper
Senior Client Service Representative
Matthew G. Lightbody
Client Service Associate
Gwendolyn M. Tripp
Administrative Assistant
Elise N. Vogt
Client Service Representative
Ashleigh R. Ward
Client Service Representative
Investment Analysts
Rudge P. Dickinson, CAIA
Senior Investment Analyst
Andrew F. Hein, CFA
Investment Analyst
Peter C. Keilman, CFA, CFP®
Investment Analyst
David B. Segal, CIMA®
Senior Investment Analyst
Steve Trainer, CFA
Investment Analyst
Client Reporting
Sheri L. Bailey
Manager, Portfolio Accounting and Reporting
Luis G. Perez
Portfolio Reporting Analyst