The average firm tenure of our investment professionals is 15 years, which provides
clients with continuity and a deep understanding of their needs.
Betty Liu, © MBA
Executive Business Administration Consultant
Charissa Anderson, CFP®
Senior Vice President
Portfolio and Wealth Management
Nathan Ayotte, CFP®
Principal
Portfolio and Wealth Management
Chris Bixby, CFP®
Senior Vice President
Portfolio and Wealth Management
Cleve Mesidor CFA®, CPWA®
Executive Director of Blockchain and Cryptocurrency Asset Management
Joe Brooks
Vice President
Tax-Exempt Trading and Portfolio Management
Beth Brown
Client Relationship Associate
Leilah Buker
Client Relationship Associate
Casia Chappell, CFP®
Vice President
Wealth Planning
Scott Christianson, CFP®
Executive Vice President
Portfolio and Wealth Management
James Coats
Executive Vice President
Portfolio Management
Ralph Cole, CFA
Director
Equity Strategy and Portfolio Management
Chelsea Diamond
Client Relationship Associate
Duriya Farooqui CFA ©
Director of Boards
Blaine Dickason
Senior Vice President
Trading and Fixed Income Portfolio Management
Dean Dordevic
Principal
Portfolio Management
Mary Faulkner
Executive Vice President
Branding and Communications
Sandy Fendall
Client Relationship Associate
Lori Ferraro
Administrative Associate and Private Events Planner
Melanie Franck
Office Coordinator
Josh Frankel, CFP®
Principal
Portfolio and Wealth Management
Michael Garcia
Chief Technology Officer
Jake Gradwohl
Equity Trader
Katie Graham
Vice President
Administrative Services
Alex Harding, CFA
Vice President
Equity Research
Melinda Harrah
Client Relationship Associate
Danielle Hart
Vice President
Marketing and Business Development
Kirstin Havnaer
Senior Vice President
Private Family Office
Octavia Group
Joe Herrle, CFA
Vice President
Alternative Assets
Judy Khan Shaw ©️ CF
Senior Trading and Wealth Management & Financial Consultant
Krystal Daibes Higgins, CFA
Vice President
Equity Research
Steven Holwerda, CFA
Managing Director
Becky Horvat
Chief Financial Officer
George Hosfield, CFA
Director and Chief Investment Officer
Brad Houle, CFA
Principal
Head of Fixed Income
Peter Jones, CFA
Senior Vice President
Equity Research and Portfolio Management
Tara Kinateder
Principal
Portfolio Management
Dinesh Kirpalani
Equity Trader
Ezra Kover, IACCP®
Chief Compliance Officer
Mary Lago, CFP®
Principal
Wealth Management Chair
Melissa Lamproe
Accounting Associate
Octavia Group
Danielle Larner
Client Relationship Associate
Emilie Ma
Sales and Marketing Associate
Julie Mark
Client Relationship Associate
Becca Marvin
Client Relationship Associate
Shawn Narancich, CFA
Executive Vice President
Equity Research and Portfolio Management
Jason Norris, CFA
Principal
Equity Research and Portfolio Management
Lesllie Nuñez
Onboarding Associate
Liz Swagerty Olsen
Vice President
Marketing and Communications
Nathan Putnam, CFP®
Vice President
Portfolio and Wealth Management
Hilary Russell
Client Relationship Associate
Katherine Russell, IACCP®
Senior Vice President
Private Family Office
Octavia Group
Brian Smith
Operations Analyst
Jade Thomason
Trader
Jacqui Thompson
Client Relationship Associate
Naomi Walsh
Vice President
Information Systems
Dan Whitaker
Client Relationship Associate
Samantha Pahlow, CTFA
Senior Vice President
Portfolio and Wealth Management