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

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

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

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

RaeAnn Mitrione, Senior Portfolio Manager, 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

Nina Streeter, Director, Asset Management

Gaurav Thakker, Director, Private Banking

Patrick Thompson, 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