Lauren Turner
Lauren Turner oversees the day-to-day coordination of the office and supports the advisors’ administrative needs to deliver best-in-class client support. She joined the company in 2025.
Zachary Dempster
Zachery Dempster oversees the day-to-day coordination of the office and supports the advisors’ administrative needs to deliver best-in-class client support. He joined the company in 2025.
Roshni Rao
Roshni Rao oversees the day-to-day coordination of the office and supports the advisors’ administrative needs to deliver best-in-class client support. She joined the company in 2025.
Drew Venit
Drew Venit focuses on client relationships, and financial planning for clients. He joined the company in 2025.
Thomas Keefer
Thomas Keefer focuses on client relationships, and financial planning for clients. He joined the company in 2025.
Kevin Dolan
Kevin Dolan focuses on client relationships, and financial planning for clients. He joined the company in 2025.
Frank Lorine
Frank Lorine focuses on client relationships, and financial planning for clients. He joined the company in 2025.
Steve Dunn
Steven Dunn collaborates with clients to provide wealth management strategies, financial planning, and investment advice. He joined the company in 2025.
Ivan Shabalov, CFA®, CAIA®
Ivan is a seasoned investment professional with over twenty years of industry experience. His core expertise lies in manager selection across asset classes, with a focus on alternative investments. He joined the company in 2025.
Caroline C. Lee
Caroline Lee leads research initiatives that inform the firm’s asset allocation strategy. She analyzes macroeconomic trends, market conditions and investment opportunities to provide insight that guide portfolio construction and risk management. Caroline joined the company in 2025.
Jim Fisher, MBA
Jim Fisher collaborates with clients to develop personalized financial plans and assists them in achieving their goals by addressing complex planning issues. He joined the company in 2025.
Paul C. McClatchy, Jr., MBA, CFP®
Paul McClatchy collaborates with clients to provide wealth management strategies, financial planning, and investment advice. He joined the company in 2025.
Gordon “Hayes” Glanden
Hayes Glanden focuses on client relationships, and financial planning for clients. He joined the company in 2025.
Christopher Freddo
Christopher Freddo collaborates with clients to provide wealth management strategies, financial planning, and investment advice. He joined the company in 2025.
Brandon McFadden CWS®, AIF®, MBA
Brandon leads an advice-driven, cross-functional team of advisors, including investment advisors and wealth and trust advisors. He joined the company in 2025.
Heather Weinhold
Heather oversees the day-to-day coordination of the office and supports the advisors’ administrative needs to deliver best-in-class client support. She joined the company in 2024.
Luis Sepulveda
Luis Sepulveda is responsible for client portfolio analysis, assisting with trading functions and reporting needs. He joined the company in 2022.
Magdalena Dobrowolska
Magda Dobrowolska is responsible for client portfolio analysis, assisting with trading functions and reporting needs. She joined the company in 2022.
Samuel Good
Samuel (Toby) Good assists with client portfolio analysis, trading functions, and reporting needs. He joined the company in 2024.
Donna Cunningham, CSCP
Donna Cunningham manages the overall Wealth risk function, including the Compliance and Legal teams to ensure compliance with applicable OCC, SEC, Delaware State Banking Commission, and FRP regulations, as well as legal fiduciary standards. She is responsible for overseeing division-wide policies and procedures, ongoing research of laws and regulations, compliance with applicable rules, regulations, and…
Jamie Hopkins, Esq., LLM, CFP®, ChFC®, CLU®, RICP®
Jamie Hopkins oversees the private wealth management group’s financial advice strategies and growth initiatives, along with leading the institutional and personal trust businesses. He joined the company in 2023.
Jasmine Yu, PhD, MBA, CFA®, CAIA®
Jasmine Yu leads the investment management team and is responsible for investment policies, asset allocation, investment solutions, and portfolio management for taxable and tax-exempt clients. She joined the company in 2024.
Derek Jordan
Derek Jordan assists with fixed-income trading and portfolio management. He joined the company in 2024.
Philip Wagner, CFA®
Phil Wagner leads the investment advisors and is responsible for directing the portfolio management process, identifying relevant trends, and driving continuous improvement in the delivery of investment services. He joined the company in 2010.
Christopher Krumenacker, CFA®
Chris Krumenacker oversees individual equity securities. He joined the company in 2014.
Adam Rieger, CFA®
Adam Rieger oversees individual equity securities. He joined the company in 2023.
Cade Reed
Cade Reed focuses on client relationships, and financial planning for clients. He joined the company in 2019.
Andrew Keefer, CFA®, CFP®
Andrew Keefer leads a team that analyzes and evaluates publicly traded companies and their stocks. He joined the company in 1985.
Stephen Biggin, CFA®
Stephen Biggin contributes to managing due diligence, portfolio construction, and asset-class research. He joined the company in 2017.
James Barnes, CFA®, CIPM
James Barnes oversees the management and strategy of fixed-income investments. He joined the company in 2016.
Benjamin Anderson
Ben Anderson assists with fixed-income trading and portfolio management. He joined the company in 2023.
Andrew Davis, CFA®
Andrew Davis leads a team that analyzes broad economic trends and factors that impact global and national economies. He joined the company in 2019.
Seth Dadds, CFA®
Seth Dadds leads a team of analysts who evaluate and analyze financial securities. He joined the company in 2013.
David Navarro, CFA®
David Navarro leads an advice-driven, cross-functional team of advisors, including investment advisors and wealth and trust advisors. He joined the company in 2018.
Quiaunna Powell
Quiaunna Powell focuses on client relationships, and financial planning for clients. She joined the company in 2024.
Bethany Spencer-Smith
Bethany Spencer-Smith optimizes user experience and efficiency within our portfolio accounting systems. She joined the company in 2024.
Valeri Boclair, AIF®
Valeri Boclair partners with institutional relationships to provide retirement plan solutions and strategies. She joined the company in 2023.
Ellen Shea, CFP®, CFA®
Ellen Shea focuses on client relationships, and financial planning for clients. She joined the company in 2023.
Sara Lawson
Sally Lawson collaborates with clients to provide wealth management strategies, financial planning, and investment advice. She joined the company in 2023.
Jacquelyn Blue
Jacquelyn Blue provides operational and administrative direction to the Client Support Team and supervises the Retirement Plan Services and Portfolio Solutions teams.
Jacqueline Reeves, MFS, AIFA®, PPC®
Jacqueline Reeves provides a foundation of research and analysis for retirement planning. She operates a central repository for research, process, and monitoring by developing a risk-adjusted return analysis that is used throughout the client base. She joined the company in 2023.
Andres Bonell
Andres Bonell collaborates with clients to provide wealth management strategies, financial planning, and investment advice. He joined the company in 2023.
Kate Duffy, FBS®
Kate Duffy collaborates with clients to provide wealth management strategies, financial planning, and investment advice. She joined the company in 2024.
John Walters, CFP®
John Walters focuses on client relationships, and financial planning for clients. He joined the company in 2024.
Anthony Feudo
Anthony Feudo focuses on client relationships, and financial planning for clients. He joined the company in 2023.
Kyla Taylor
Kyla Taylor supports members of Wealth Planning, Investment Research, and the Advisory Team to ensure the client experience is thoughtful and met with attention to detail. She joined the company in 2023.
James Hutchinson, CFA®, CAIA®
Jim Hutchinson collaborates with clients to provide wealth management strategies, financial planning, and investment advice. He joined the company in 2022.
Robert Schneider
Robert Schneider is a well-diversed, client-focused leader who has grown relationships while providing day-to-day operational leadership of a business. He joined the company in 2019.
