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Our depth of knowledge and experience is seen throughout the organization.
Robert T. Boon, Executive Vice President and Managing Director
D.
Rodman Thomas, Senior Vice President and Chief Compliance Officer
Constance B. Aldrich, Investment Support Manager
Penelope Alger, Account Administrator
Margie Arbuckle-Morrill, Vice President and Financial Advisor
Donna L. Batchelder, Assistant Vice President and Client Service Manager
Julie A. Courtemanche, Investment Support Specialist
Grady L. M. George, Vice President and Financial Advisor
Douglas C. Gross, Tax & Financial Planning Officer
B. Randy Haas, Vice President and Portfolio Manager
Jeanine M. Leathe, Account Assistant
Dennis B. Mitchell, Senior Vice President and Business Development
Jon E. Molesworth, Senior Vice President and Senior Portfolio Manager
Valerie J. Nevel, Vice President and Financial Advisor
Christopher C. Ng, Vice President and Portfolio Manager
Tammy L. Norway, Client Services Assistant
Roxanne Russell, Client Services Assistant
Jennifer Rockwell, Administrative Assistant and Office Manager
Bruce R. Stefany, Senior Investment Consultant
Joel T. Underwood, Senior Vice President and Chief Investment Strategist
Kathryn S. Walker, Account Administrator
Deanna Wilson, Vice President and Financial Advisor
Loretta V. Zuger, Account Administrator
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