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