
Lori Cronin
Client Service Associate

Maddie Ellingson
Client Service Associate

Julie Goldzman
Office Manager

Cesar Gonzalez
Investments & Trading Associate

Beverly Hanson
Director of Operations, Partner

Thea McDonald-Abbott
Client Service Associate

Kelly Noonan
COO, CFO, Managing Partner

Claire Pollock
Client Service Support Associate

Griffin Sheehy
Portfolio Manager

Dylan Sosa
Operations Associate

Nancy Spallino
Client Service Associate, Partner

Michelle Zuniga
Operations Associate