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
Chairman,
Director
Joan M. Giardina, CFA
Principal,
Director

William A. Goldstein
Vice Chairman,
Director

Gregory J. O'Leary
Principal,
Director

Brian Zavalkoff, CFA
President,
Director

Deborah T. Stotts
Chief Operating Officer,
Chief Compliance Officer,
Director

Jennifer Baltazar
Client Service Specialist

Thomas Baumgart
Principal

Ashley Conover
Client Service Specialist

Taylor Champion, CFA, CFP®
Senior Portfolio Manager

Jeffrey M. Hinko
Trader,
Client Service Manager

Emily A. Mirrilees, CFP®
Financial Planner,
Client Service Team Lead

John J. Sobel
Principal

Michael P. Stoffregen, CFA
Principal

Matthew Szafranski, CFA, CFP®
Principal

Annaliese Torres
Client Service Team Lead

Adam Valadez
Client Service Specialist