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Overview

Articles

Insights

There are no insights from this firm to display at this time.

Assets

Assets

Last updated on Jan. 23, 2020
    • $4.1B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 3K
      Accounts
    • $1.2M
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

There is no client type data to display at this time.

Advisors

Current Advisors

# of advisors

32

name start date
David John Campbell
January 2004
Adam B. Mazzaro
August 2019
Michelle Espiritu Soto
March 2012
Jonathan Randall Lacey
August 2017
Colleen Sue Breit Supran
June 2007

    Leadership

    Ownership

    There is no ownership data available to display at this time.

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Myles Andrew Vanderweele Member December, 2018 5% to 10%
    Colleen Sue Breit-Supran Member December, 2018 5% to 10%
    Jeffrey Devereaux Lancaster Member December, 2018 5% to 10%
    Aaron Paul Waxman Manager December, 2018 5% to 10%
    Jennifer Lynn Ellison Manager December, 2018 5% to 10%
    David John Campbell Member January, 2001 5% to 10%
    Kevin Donald Dorwin Manager July, 2008 5% to 10%
    Carol Louise Benz Manager/Chief Compliance Officer May, 2003 5% to 10%
    Richard Thomas Golinski Manager December, 2018 less than 5%
      Source: SEC

      Fees

      There is no compensation data available to display at this time