Other Service Units
- Thomas Abramo, Portfolio Manager, Asset Management
- Steve Alderson, Managing Director, Asset Management
- Natalya V. Alexei, Managing Director, Private Banking
- Nancy J. Amick, Senior Director, Institute for Family Culture
- Andy Anderson, Chief Historian, Institute for Family Culture
- Keith Baum, Managing Director, Foundations and Endowments
- Douglas Beath, Co-Chair of Asset Allocation Committee, Asset Management
- Arne Boudewyn, Managing Director, Institute for Family Culture
- Lisa Buetow, Managing Director, Private Banking
- Daniel Burke, Director of Portfolio Construction and Analytics, Asset Management
- Dana Cagle, Managing Director, Private Banking
- Cindy E. Chase, Director of Financial Administration, Family Office Services
- Taylor Custis, Director, Legacy and Wealth Planning
- Ryan C. Davis, Wealth Planner, Legacy and Wealth Planning
- Jennifer Drahos, Associate Director, Legacy and Wealth Planning
- Harry Drozdowski, Director, Legacy and Wealth Planning
- Stephanie Duignan, Senior Director, Institute for Family Culture
- Jeffrey R. Erickson, Head of Investment Strategies, Asset Management
- Douglas W. Evans, Senior Managing Director, Asset Management
- John C. Fabie, Senior Director, Foundations and Endowments
- Robert Farrington, Director, Asset Management
- Mark W. Frazier, Senior Portfolio Manager, Asset Management
- Joseph A. Freeman, Senior Managing Director, Family Office Services
- Joseph Gardner, Director, Asset Management
- Karin Geldfeld, Director, Asset Management
- Nick Gergen, Portfolio Manager, Asset Management
- Douglas Getty, Regional Chief Investment Officer, Asset Management
- Jeffrey Gordish, Director, Private Banking
- Peter M. Gould, Managing Director, Private Banking
- Ryan Hemmingsen, Portfolio Manager, Asset Management
- Charles Jandourek, Director, Asset Management
- Kyle Jorgensen, Managing Director, Foundations and Endowments
- Amy L. Jucoski, Managing Director, Legacy and Wealth Planning
- Gretchen Krueger, Senior Historian, Institute for Family Culture
- Brian Lahart, Head of Manager Research, Asset Management
- Veronika Larot, Director, Private Banking
- Alana Lewis, Associate Director, Legacy and Wealth Planning
- Heather Leyde, Managing Director, Private Banking
- Bill Lyons, Senior Director, Institute for Family Culture
- Elizabeth Mak, Wealth Planner, Legacy and Wealth Planning
- Justin McKnight, Portfolio Manager, Asset Management
- Curt McLeod, Portfolio Manager, Asset Management
- Marcia Mehl, Associate Director, Legacy and Wealth Planning
- Ari Messenger, Senior Wealth Planner, Legacy and Wealth Planning
- Dan Miller, Senior Analyst, Foundations and Endowments
- RaeAnn Mitrione, Senior Portfolio Manager, Asset Management
- Ronald J. Noble, Director, Asset Management
- Laurel Norris, Senior Portfolio Manager, Asset Management
- Jerome Paolini, Regional Chief Investment Officer, Asset Management
- Jennifer Proper, Director, Legacy and Wealth Planning
- Todd F. Rabold, Regional Chief Investment Officer, Asset Management
- Tom Raymond, Director, Asset Management
- Jeremy V. Rice, Portfolio Manager, Asset Management
- Charles A. Rodgers, Regional Chief Investment Officer, Asset Management
- Joseph L. Rorke, Regional Chief Investment Officer, Asset Management
- Julian Saltman, Senior Historian, Institute for Family Culture
- Sandy K. Sang, Director, Private Banking
- Mark Speltz, Senior Historian, Institute for Family Culture
- Kristen L. Stevenson, Director, Private Banking
- Nina Streeter, Director, Asset Management
- Gaurav Thakker, Director, Private Banking
- Patrick Thompson, Portfolio Manager, Asset Management
- Valerie Trudeau, Director, Private Banking
- Janet Walker, Senior Portfolio Manager, Asset Management
- Austin Warner, Wealth Planner, Legacy and Wealth Planning
- Carl P. Whaley, Associate Director, Legacy and Wealth Planning
- Britt Whitfield, Regional Chief Investment Officer, Asset Management
- Thomas Abramo, Portfolio Manager, Asset Management
- Steve Alderson, Managing Director, Asset Management
- Douglas Beath, Co-Chair of Asset Allocation Committee, Asset Management
- Daniel Burke, Director of Portfolio Construction and Analytics, Asset Management
- Jeffrey R. Erickson, Head of Investment Strategies, Asset Management
- Douglas W. Evans, Senior Managing Director, Asset Management
- Robert Farrington, Director, Asset Management
- Mark W. Frazier, Senior Portfolio Manager, Asset Management
- Joseph Gardner, Director, Asset Management
- Karin Geldfeld, Director, Asset Management
- Nick Gergen, Portfolio Manager, Asset Management
- Douglas Getty, Regional Chief Investment Officer, Asset Management
- Ryan Hemmingsen, Portfolio Manager, Asset Management
- Charles Jandourek, Director, Asset Management
- Brian Lahart, Head of Manager Research, Asset Management
- Justin McKnight, Portfolio Manager, Asset Management
- Curt McLeod, Portfolio Manager, Asset Management
- RaeAnn Mitrione, Senior Portfolio Manager, Asset Management
- Ronald J. Noble, Director, Asset Management
- Laurel Norris, Senior Portfolio Manager, Asset Management
- Jerome Paolini, Regional Chief Investment Officer, Asset Management
- Todd F. Rabold, Regional Chief Investment Officer, Asset Management
- Tom Raymond, Director, Asset Management
- Jeremy V. Rice, Portfolio Manager, Asset Management
- Charles A. Rodgers, Regional Chief Investment Officer, Asset Management
- Joseph L. Rorke, Regional Chief Investment Officer, Asset Management
- Nina Streeter, Director, Asset Management
- Patrick Thompson, Portfolio Manager, Asset Management
- Janet Walker, Senior Portfolio Manager, Asset Management
- Britt Whitfield, Regional Chief Investment Officer, Asset Management
- Cindy E. Chase, Director of Financial Administration, Family Office Services
- Joseph A. Freeman, Senior Managing Director, Family Office Services
- Keith Baum, Managing Director, Foundations and Endowments
- John C. Fabie, Senior Director, Foundations and Endowments
- Kyle Jorgensen, Managing Director, Foundations and Endowments
- Dan Miller, Senior Analyst, Foundations and Endowments
- Nancy J. Amick, Senior Director, Institute for Family Culture
- Andy Anderson, Chief Historian, Institute for Family Culture
- Arne Boudewyn, Managing Director, Institute for Family Culture
- Stephanie Duignan, Senior Director, Institute for Family Culture
- Gretchen Krueger, Senior Historian, Institute for Family Culture
- Bill Lyons, Senior Director, Institute for Family Culture
- Julian Saltman, Senior Historian, Institute for Family Culture
- Mark Speltz, Senior Historian, Institute for Family Culture
- Taylor Custis, Director, Legacy and Wealth Planning
- Ryan C. Davis, Wealth Planner, Legacy and Wealth Planning
- Jennifer Drahos, Associate Director, Legacy and Wealth Planning
- Harry Drozdowski, Director, Legacy and Wealth Planning
- Amy L. Jucoski, Managing Director, Legacy and Wealth Planning
- Alana Lewis, Associate Director, Legacy and Wealth Planning
- Elizabeth Mak, Wealth Planner, Legacy and Wealth Planning
- Marcia Mehl, Associate Director, Legacy and Wealth Planning
- Ari Messenger, Senior Wealth Planner, Legacy and Wealth Planning
- Jennifer Proper, Director, Legacy and Wealth Planning
- Austin Warner, Wealth Planner, Legacy and Wealth Planning
- Carl P. Whaley, Associate Director, Legacy and Wealth Planning
- Natalya V. Alexei, Managing Director, Private Banking
- Lisa Buetow, Managing Director, Private Banking
- Dana Cagle, Managing Director, Private Banking
- Jeffrey Gordish, Director, Private Banking
- Peter M. Gould, Managing Director, Private Banking
- Heather Leyde, Managing Director, Private Banking
- Veronika Larot, Director, Private Banking
- Sandy K. Sang, Director, Private Banking
- Kristen L. Stevenson, Director, Private Banking
- Gaurav Thakker, Director, Private Banking
- Valerie Trudeau, Director, Private Banking
