Human Resources
Victor Abiamiri
Private Client
Victor Abiamiri
Portfolio Manager
Jerry L. Adams, Jr.
Accounting & Finance
Jerry L. Adams, Jr.
Private Client Tax Advisor
Hannah Akkerman
Client Service
Hannah Akkerman
Private Client Relationship Associate
Jasmine Allen
Messaging
Jasmine Allen
Messaging Analyst
Kristin Allender, CPA
Accounting & Finance
Kristin Allender, CPA
Senior Manager, Accounting and External Reporting
Jillian Alm
Operations
Jillian Alm
Trade Support Analyst
Ty Andrews
Fixed Income
Ty Andrews
Portfolio Analyst
Marie Antonelli
Accounting & Finance
Marie Antonelli
Private Client Tax Associate
Amanda Ator
Private Client
Amanda Ator
Private Client Relationship Analyst
Victoria Avara
Equity Research
Victoria Avara
ESG Equity Research Analyst
Michael Ayer
Operations
Michael Ayer
Institutional Portfolio Analyst
Michael Bailey
Institutional
Michael Bailey
Inst. Portfolio Analyst & Trade Support Manager
Matthew Bailey
Operations
Matthew Bailey
Pricing and Reference Data Team Lead
Maneesh Bajaj, CFA
Equity Research
Maneesh Bajaj, CFA
Portfolio Manager

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