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Your Team Members

Our portfolio managers average over 35 years of experience encompassing the full range of market cycles and investment trends. We each bring our own investment experience and perspective to the investment process. Collectively we benefit from the variety of viewpoints, and individually we enjoy the flexibility to bring our unique point of view to our clients.

Our experienced support team handles the operational and administrative tasks with a knowledge born of industry experience. We share one objective, serving our client’s financial needs.

Faris F. Chesley

Faris F. Chesley

Chairman,

Director

Joan M. Giardina, CFA

Joan M. Giardina, CFA

Principal,

Director

William A. Goldstein

William A. Goldstein

Vice Chairman,

Director

Gregory J. O'Leary

Gregory J. O'Leary

Principal,

Director

Brian Zavalkoff, CFA

Brian Zavalkoff, CFA

President,

Director

Deborah T. Stotts

Deborah T. Stotts

Chief Operating Officer,

Chief Compliance Officer,

 Director

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Jennifer Baltazar

Client Service Specialist

Thomas Baumgart

Thomas Baumgart

Principal

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Ashley Conover

Client Service Specialist

Taylor Champion, CFA, CFP

Taylor Champion, CFA, CFP®

Senior Portfolio Manager

Jeffrye M. Hinko

Jeffrey M. Hinko

Trader,

Client Service Manager

Emily A. Mirrilees

Emily A. Mirrilees, CFP®

Financial Planner,

Client Service Team Lead

John J. Sobel

John J. Sobel

Principal

Michael P. Stoffregen, CFA

Michael P. Stoffregen, CFA

Principal

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Matthew Szafranski, CFA, CFP®

Principal

Annaliese Torres

Annaliese Torres

Client Service Team Lead

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Adam Valadez

Client Service Specialist

Our experienced team is ready to support your financial needs and help you achieve your investment goals.

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