Our Team

These are the professionals who manage your assets as well as those who can help answer questions about asset transfers, distribution requirements, requests for a check, among others. Click on a name for additional information about the professional.
The Investment Policy Committee

• Michael R. Matty, CFA®, CFP®, ChFC®,ADPA®, AIF®
• Timothy W. Suffish, CFA®
• Matthew R. Farkas, CFA®
• Richard R. Bleser
• Thaddeus S. Welch, CFA®

Financial Advisors & Client Service

• Gary M. Schiff
• William T. Johnson
• Paul J. Marchese ChFC
• Patricia M. Matty, AIF®
• Christine M. Andrzejewski, FPQP™
• Siobhan G. Matty, AIF® , AAMS®
• Marianne S. Fresia, CTFA
• William F. Walthouse
• Tatyana Shut
• Holly Simeone
• Mary Kay Hannon
• Kelly Selkirk, AIF®
• Brian J. Benson, CFP® , CPA®
• Kathy Stewart
• Stephanie Moore

Operations

• Jason Schuck
• Eric Hojnoski
• Julia N. Minchuk
• Alexander A. Purshaga

Office Management, Compliance, Marketing

• Marion Roberts
• Tiffany Anderson
• Earle Hollister
• Carlo A. Centeno