Roshni Rao, Profile Photo

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.

Nowocin Bio Profile

Tricia Nowocin

Tricia Nowocin supports the Private Banking team by managing client inquiries, coordinating transactions, and ensuring seamless delivery of personalized financial services. She joined the company in 2003.

Dixon Bio Profile

Oonagh Dixon

Oonagh Dixon supports the Private Banking team by managing client inquiries, coordinating transactions, and ensuring seamless delivery of personalized financial services. She joined the company in 2012.

A dark blue silhouette in the shape of a bust, from the shoulders up.

Nancy Martin

Nancy Martin supports the Private Banking team by managing client inquiries, coordinating transactions, and ensuring seamless delivery of personalized financial services. She joined the company in 2014.

Sewell Bio Profile

Bridget Sewell

Bridget Sewell supports the Private Banking team by managing client inquiries, coordinating transactions, and ensuring seamless delivery of personalized financial services. She joined the company in 2021.

Ciber Bio Profile

Kyle Ciber

Kyle Ciber focuses on delivering tailored financial solutions and a high standard of client service to support comprehensive wealth management strategies. He joined the company in 2023.

A dark blue silhouette in the shape of a bust, from the shoulders up.

Dustin McCabe

Dustin McCabe supports the Private Banking team by managing client inquiries, coordinating transactions, and ensuring seamless delivery of personalized financial services. He joined the company in 2016.