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Overview

Articles

Insights

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

Assets

Assets

Last updated on April 2, 2020
    • $22.2B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 269
      Accounts
    • $82.6M
      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

20

name start date
Kathleen Burke Longo
June 2019
Antony James Abbiati
February 2017
Douglas Richard Ederle
February 2017
Brian Raymond Blanchard
November 2019
Caroline Elizabeth Knuff
April 2019

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Prime Quadrant -- --

      Leadership

      Ownership

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

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Melissa Marie Schneberger Managing Director January, 2020 less than 5%
      John Adams Fox Managing Director January, 2020 less than 5%
      Stephen Barrett Carlson Managing Director January, 2020 less than 5%
      Marcelo Alves Vedovatto Managing Director January, 2020 less than 5%
      Joseph Edward Mccuine Chief Financial Officer February, 2006 less than 5%
      Antony James Abbiati Chief Executive Officer October, 2019 less than 5%
      Peter Henley Mattoon Executive Chariman October, 2019 less than 5%
      Rory Leandrew Wilfork Managing Director July, 2018 less than 5%
      Jonathan Richard Walsh Chief Compliance Officer January, 2017 less than 5%
      Peter Carlyle Lacaillade Managing Director December, 2015 less than 5%
      Derek Michael Dobecki Managing Director December, 2013 less than 5%
      Brian Thomas Brandt Managing Director December, 2013 less than 5%
      Stephen Mark Oristaglio President January, 2011 less than 5%
      William Carol Walser Managing Director December, 2008 less than 5%
      Douglas Richard Ederle Managing Director November, 2002 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Fixed Fees
        • Performance-Based Fees