Mark Lamoriello, AIF®
Chief Executive Officer
Andrew S. Zito, AIF®, CPFA®
President / Chief Operating Officer
Danny Gay, AIF®
Managing Director
Sally Hanley-Whitworth, CFP®
Chief Compliance Officer/Vice President - Wealth Advisor
Josh Rose, AIF®
Wealth Advisor
Mitchell Lamoriello, CFA®, CFP®
Wealth Advisor
Jeff Roberts, AIF®, CPFA®
Plan Advisor/Manager – Retirement Plan Services
William F. Hamer
Director - Participant Education, Wealth Advisor
Jeff Lee, MBA, CFP®
Wealth Advisor
Codie Thomas
Retirement Plan Advisor
Teresa J. Leonard, ERPA, AIF®, QPA, QKA
Vice President, Retirement Plan Services
Stuart Smith, CFA®
Portfolio Manager
Jennifer Johnson
Manager – Firm Administration
Charmaine Newbold
Reporting and Analytics
Sarah Wilson
Executive Assistant
Susan T. Quiles
Manager – Wealth Services
Gwendolyn Farrell
Client Service Associate