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Anne Paape, J.D.
Managing Director, Head of Wealth Strategy
Eve Paquet
Associate Director, Private Wealth Client Services
Joe Park
Managing Director, Chief Operating Officer
Lily Patterson
Associate, Administrative Assistant
Amber Peña
Associate Director, Office Manager & Client Administration
Alex Penning
Managing Director, Head of Banking & Lending
Hannah Petty
Director, Private Wealth Client Services
Wiley Pickett
Associate, Investments
Michael Pinckney
Managing Director, Wealth Advisor
Amanda Plonski, CEPA, CFP
®
, CPWA
®
Managing Director, Wealth Advisor
Scott Politz, CFP
®
Associate, Wealth Advisor
Kim Polston
Director, Private Wealth Client Services
Jonathan Pope
Director, Private Wealth Client Services
Teresa Pravata
Director, Private Wealth Client Services
Andy Preisendanz
Associate Director, Wealth Advisor
Candace Premo
Associate, Executive Assistant
Davina Proffitt
Director, Custodian Operations
Katherine Pyle
Associate
John Quinlan, CAPI, CPRIA
Managing Director, Head of Insurance Advisory
Angela Raitzin, CFP
®
, CEPA, CRPC
®
Managing Director, Wealth Advisor
Vanessa Ramich
Managing Director, Wealth Advisor
Raquel Ramirez
Managing Director, Marketing Content & Collateral
Heather Ramsey, CFA
Managing Director, Head of Investment Operations
Chad Recht
Managing Director, Head of Investment and Data Technology
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What Is a Multi-Family Office?
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