People

Our team…

 

Robert G. Scott President, CEO
   

Wealth Management Group

 
Earl E. Watson III, CPA, MST, PFS Managing Principal, CFO
David H.M. Baker, CFA® Managing Principal, Chief Investment Officer
Susan K. Tangney Managing Principal
D. Sean McDade, CAIA, CFP® Director of Client Services
   

Investment Management

  
Herbert P. Hess President Emeritus, Portfolio Manager
Jacob F. Brown II Chairman Emeritus, Portfolio Manager
David B. Stone Chairman Emeritus, Portfolio Manager
Hans H. Estin, CFA® Vice Chairman Emeritus, Portfolio Manager
Carlos J. Shigueta Director of Alternative Investments
Mhairi K. Maclean  Marketing Manager
Yuval Ezer Senior Research Analyst

Client Services/Estate, Financial & Tax Planning

Deborah N. Cartisser Senior Relationship Manager
Barbara Flaherty Senior Relationship Manager
Patrick K. Egar, CPA Director of Tax Planning
Ashley A. Rousseau, CFP® Associate Relationship Manager

Operating Group

Blake E. Stuart, CFA® Chief Operating Officer
   

Operations

  
Leicia Chan Investment Operations Manager
Cherie D. Delaney Advent Specialist
Jessica Berube Client Service Specialist
Julie M. Wallace, CFP® Alternative Investments & Trust Operations Specialist

Trading

H. Emily Greenwood Trading Manager
   

Information Technology

 
Roy D. Treible Director of IT
   

Finance/Human Resources

 
Karen F. Manning Controller, Director of HR
   

Administrative Support

 
Delores Buchanan-Steadman Receptionist
   

Compliance

  
Roy D. Treible Chief Compliance Officer
   

North American Management Trust Company

A wholly owned subsidiary of North American Management Corporation
  
Jacob F. Brown II Chairman
Earl E. Watson III, CPA, MST, PFS President, CEO