People
Our team…
Investment Management
| Robert G. Scott | President, CEO |
| Herbert P. Hess | President Emeritus |
| Jacob F. Brown II | Chairman Emeritus |
| David H.M. Baker, CFA® | Managing Principal, Chief Investment Officer |
| John H. Grummon | Principal, Senior Portfolio Manager |
| David H. Thompson, CFA® | Director of Fixed Income Management, Senior Vice President |
| Prescott Crocker | Senior Vice President, Senior Portfolio Manager |
| Susan Tangney | Managing Principal |
| David B. Stone | Chairman Emeritus |
| Hans H. Estin, CFA® | Vice Chairman Emeritus |
| Ali H. Fahs, CFA® | Senior Research Analyst |
| Carlos J. Shigueta | Director of Alternative Investments |
| H. Emily Greenwood | Trading Manager |
| Mhairi K. Maclean | Analyst |
Client Services/Sales & Marketing
| Nancy S. Brickley | Managing Principal, Director of Client Services, Sales, & Marketing |
| Deborah N. Cartisser | Vice President, Client Service |
| Barbara Flaherty | Vice President, Client Service |
| Melanie C. Cross | Marketing Manager |
| Jessica L. Berube | Client Service Specialist |
Wealth Management Services
| Earl E. Watson III, CPA, MST, PFS | Managing Principal, CFO |
| Jeffrey R. Aron, CFP® | Vice President, Director of Financial & Estate Planning |
| Julie M. Wallace | Trust & Estate Specialist |
| Ashley A. Hutchins | Associate Planner |
| Terry F. Liu, CPA, CFP® | Vice President, Director of Tax Services |
| Ronald H. Gailey, CPA, MST | Tax Manager |
| Patrick K. Egar, CPA | Tax Manager |
Compliance & Systems
| Roy D. Treible | Vice President, Chief Compliance Officer |
Operations
| Leicia Chan | Operations Manager |
| Tanisha P. Layne | Operations Specialist |
| Cherie D. Delaney | Advent Portfolio Specialist |
Administrative Support
| Karen F. Manning | Director of Human Resources |
| Kristina M. Beacom | Wealth Management Services Administrator |
| Delores Buchanan-Steadman | Receptionist |