Our team of financial advisors, investment management and client service professionals is led by these senior professionals:
Patrick J. Horan, CFP®, ChFC |BIO|
Chairman and CEO, Senior Financial Advisor
Paul Tracey, CFP® |BIO|
President of Institutional Sales
John G. Heinlein |BIO|
Vice President and Chief Investment Officer
Griffin Meyers |BIO|
Vice President Institutional Division
Tor Hall |BIO|
Vice President Institutional Division
Mark Salow |BIO|
Vice President Institutional Division
Allan Recht |BIO|
Vice President Institutional Division
Alex Swanson |BIO|
Vice President Institutional Division
Tom Casper |BIO|
Vice President Institutional Division
Jacob Hutchinson |BIO|
Vice President Institutional Division
Jeffrey A. Malcom, CFA |BIO|
Portfolio Manager and Research Analyst
Paul J. Piccone |BIO|
Chief Operating Officer and Director of Information Technology
Christina L. Garland, AAMS® |BIO|
Director of Client Service
Carol A. Kwicien |BIO|
Office Administrator
