Team Directory
Andres Adames III
Custody Operations Specialist
Keith Aleardi
President
Kasey Alff
Custody Operations Specialist
Jennifer Anderson
Client Services Learning Partner
Mark Andricola
Senior Custody Operations Officer
Eva Bard
Applications Developer
Thomas Bayer, Jr.
Wealth Planner
Kesley Beury
Investment Officer
Amy Biborosch
Trust Administrator
Edward Boehne
Senior Economic Advisor & Director
Gordon Breish
Accounting Manager
David Brune
Vice President & Portfolio Manager
Melissa Bruner
Director of Trust Administration
Nicholas Bryers
Director of Shared Services
Nolan Carroll
Staff Accountant
Len Castor
Investment Performance Analyst
Barbara Cerini
Executive Assistant
Eileen Chambers
Vice President & Portfolio Manager
Diamond Childs
Senior Trust Administrator
Candice Ciesielski
Senior Trust Administrator
Dane Collins
Compliance Officer & Associate Counsel
George Connell
Founder & Director
Ryan Connor
Shared Services Specialist
Ian Conway
Shared Services Specialist
Eleanor Cosby
Senior Fiduciary Tax Accountant
Maria Crane
Investment Officer
Adam Croft
Desktop Support Analyst
Nadia Cuckler
Client Service Representative
Maxine Cuffe
Vice President & Director of Global Strategies
Casey Dellaquila
Investment Officer
John Derderian
Vice President & Fixed Income Portfolio Manager
Diane DiPrinzio
Investment Officer
Theresa Dolan
Vice President & Director of Custody Operations
John Donaldson
Vice President & Director of Fixed Income
Eric Drossner
Vice President & Director of Retirement Plan Services
T. Keith Eby
Vice President & Portfolio Manager
Marianne Famous
Vice President, Banking
Elissa Faraglia
Senior Investment Officer
Matthew Feehery
Vice President & Director of Infrastructure and Security
Noah Fisher
Senior Research Analyst
Brian Fisher
Senior Systems Administrator
Marissa Flood
Shared Services Specialist
John C. Friskey
Tax Manager
Teagan Gale
Custody Operations Specialist
Dan Geraghty
Vice President & Portfolio Manager
Joshua Giacalone
Corporate Sustainability Analyst
Timothy Gillespie
Vice President & Director of Client Management
Diane Goldstein
Vice President & Director of Operations
Robert Gormley
Senior Operations Officer & Team Lead
Mary Hanna
Portfolio Manager
Julia Harrison
Institutional Investment Officer
Kathy Hill
Investment Officer
Lydia Holiat
Vice President & Portfolio Manager
Chelsea Holiday
Events Coordinator
Seth Horwitz
Vice President & Portfolio Manager
Patrick Hoyer
Vice President & Portfolio Manager
Timothy Hoyle
Chief Investment Officer
Erin Hughes
Organizational Development Manager
Alex Hughes
Investment Officer
Nicholas Jefferies
Portfolio Operations & Trading Specialist
Zachary Kaeser
Senior Equity Trader & Operations Officer
James Kane
Vice President & Director of Human Resources
Philip Karanicolas
Performance Analyst
Laura Kirkpatrick
Vice President & Institutional Portfolio Manager
Thomas Krienen
Investment Officer
Carrie Lauer
Client Experience Manager
Morgan Leary
Shared Services Specialist
Jeremy Levin
Senior Investment Officer
Brian Licci
Director of Business Applications Development
James Lyons
Vice President & Director of Software Engineering
Michael Maxwell
Vice President & Portfolio Manager
Mary McAuley
Vice President & Portfolio Manager
Eric McCracken
Vice President & Controller
Brian McDonnell
Vice President & Director of Enterprise Applications and Process Improvement
Lynda McFeeley
Senior Investment Officer
Veronica McKee
Chief Marketing Officer
Joseph McLaughlin, Jr.
Chairman & CEO
Jacquelyn Meehan
Vice President & Director of Trust Administration
David Moniz
Portfolio Manager
Kathy Morris
Senior Investment Officer
Melissa Morrow
Investment Officer
James Morrow
Business Analyst/Project Manager
William Moyer
Shared Services Specialist
Ashley Murphy
Data Engineer
Charlie Murphy
Portfolio Operations Specialist
Jibreel Murray
Fixed Income Investment Officer
Amy Nardi
Client Services Representative
Brody A. Nesemann
Wealth Planning Associate
MarieElena Ness
Chief Compliance Officer
Connor Newlin
Investment Officer
Huy Nhu
Research Associate
John Niles
Vice President, Trust & Estate Administration
Erin O’Boyle
Director of Marketing
Kristen O’Connor
Trust Officer
Halie O’Shea
Vice President & Director of Research
Conor Osborne
Trading and Portfolio Implementation Specialist
Wyatt Page
RFP Communications Specialist
Holly Palermo
Senior Shared Services Specialist & Office Manager
Gina Parissi
Senior Wealth Planner
David Peppard
Vice President & Portfolio Manager
Lindsey Pierce
Vice President & Portfolio Manager
Nicole Pierce
Investment Officer
James Potts
Marketing Communications Coordinator
Jennifer Radano
Investment Officer
Terrance Rebello
Senior Research Analyst
Deborah Roberts
Accounting & Human Resources Specialist
Caroline Roch
Custody Operations Specialist
Timothy Rohlfs
Custody Operations Officer & Team Lead
Bruce Rosenfield
Attorney, Dilworth Paxson LLP
Christopher Rossi
Custody Operations Officer
Paul Rovner
Chief Financial Officer
Leanne Rudolph
Vice President & Director of Trading Operations
Michael Sadovy
Senior Research Analyst
Peggy Schramm
Senior Banking Officer
Corey Sebro
Compliance Associate
Emma Shields
Shared Services Specialist
Patrice Shute
Vice President & Director of Client Service
Henry Smith
Head of Investment Strategy
Kimberly Southmayd
Senior Investment Officer
Kimberly Stanton
Trust Officer
Judith Stein
Trust Counsel
Robert Stiles
Vice President, Business Development
Maureen Stirling
Wealth Planning Associate
John Supplee
Chief Operating Officer
Lisa Sweeney
Investment Officer
Betty Tafel
Senior Investment Officer
Brendan Tate
Investment Officer
John F. Thomas
Vice President & Fixed Income Portfolio Manager
Bryan Tracy
Vice President & Director of Wealth Planning
Ryan Voerman
Custody Operations Specialist
Christine Walker
Vice President & Portfolio Manager
Leslie Wentz
Investment Officer
Binney Wietlisbach
Vice Chair
Allison Wilk
Marketing Manager
Raven Williams
Compliance Associate
Mac Wilson
Director of Reporting & Performance
Cynthia Zickel
Vice President & Portfolio Manager
Anita Zippert
Senior Investment Officer
Brian Zoretic
Investment Officer
