Thomas Moran, AIF®

Chairman | CEO | CIO
Donald Drury

President
Charles Chesebrough Jr, CFA

Managing Director | Head of Quantitative Strategies
Michael Mongin, CPWA®

Senior Vice President
Julie Rich, CFP®

Senior Vice President
Aaron Simpson, CFP®, CLU®, ChFC®, RICP®

Senior Vice President
Ryan Frank, CFP®, ChFC®, SE-AWMA™

Chief Operations Officer
Trent Grzegorczyk

Senior Vice President
Corey Grant, CFP®, ChFC®

Senior Vice President
Devon Banning, CFP®

Financial Consultant