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Josh Togger, CFA
Associate Director, Wealth Advisor
Michelle Trivers
Director, Private Wealth Client Services
Cady Troester, J.D., CTFA
Director, Trust Services
Julian Turosienski, CFP
®
Associate Director, Wealth Advisor
Marina van Steen
Associate Director, Wealth Advisor
Catherine Vasquez
Associate Director, Private Wealth Client Services
Lillian Vassilatos
Director, Private Wealth Client Services
Angela Venuti
Associate, Private Wealth Client Services
Griffin Victorson
Associate, Private Wealth Client Services
Camille Vukodinovich, ABFP, CFP
®
Director, Wealth Advisor
Kelly Wagman
Director, AI Business Enablement
Ryan Walker, CFA
Managing Director, Wealth Advisor
Jamie Wall
Director, Private Wealth Client Services
Lori Wallace, MBA
Managing Director, Investments
Bing Wang
Director, Fund Accounting
Catherine Ward
Associate Director, Private Wealth Client Services
Stephen P. Wathen
Managing Director, Client Services
Lauren Watson, CFA, CFP
®
, CPA
Director, Wealth Advisor
John Wattles
Associate Director, Wealth Advisor
Brad Weller, J.D.
Executive Managing Director, Chief Fiduciary Officer at The Connable Office
Ted Werthman
Managing Director, Investment Strategy
Kasia White
Associate Director, Private Wealth Client Services
Chelsea White
Director, Private Wealth Client Services
Molly Stelmar, CFP
®
Director, Wealth Advisor
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What Is a Multi-Family Office?
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