The Portfolio Managers
- Michael R. Matty, CFA®, CFP®, ChFC®,ADPA®, AIF®
- Timothy W. Suffish, CFA®
- Christopher Milne
- Matthew R. Farkas, CFA®
- Sylvia Callan, CFA®
- Richard R. Bleser
- Thaddeus S. Welch, CFA®
- Judeth Rainville
- Joshua Bedell, CFP®, CIMA®
- Michelle Marlow Borawski, FPQP®
- Gary M. Schiff
- William T. Johnson
- Jane Milanczuk
- Paul J. Marchese ChFC
- Patricia M. Matty, AIF®
- Christine M. Andrzejewski, FPQP™
- Siobhan G. Matty, AIF® , AAMS®
- Marianne S. Fresia, CTFA
- Amanda Limero
- Jane Moss
- [DJ] Dennis Morin, Jr. CFP®
- William F. Walthouse
- Tatyana Shut
- Holly Simeone
- Mary Kay Hannon
- Kelly Selkirk, AIF®
- Brian J. Benson, CFP® , CPA®
- Kathy Stewart
- Stephanie Moore
Office Management, Compliance, Marketing