Meet the Team VIEW ALL | Senior Management Robert G. Scott Chairman & Chief Executive Officer READ MORE Senior Management David H.M. Baker, CFA Managing Principal READ MORE Senior Management Fraser J. McLean, CFA, CFP® Chief Investment Officer READ MORE Senior Management Beverly Rodrigue, CFP®, CRPC® Director of Financial Planning/Wealth Advisor READ MORE Senior Management Blake E. Stuart, CFA Chief Operating Officer & Chief Compliance Officer READ MORE Wealth Management Mary L. Connelly, CFP®, CTFA, CDFA® Wealth Advisor READ MORE Wealth Management Morgan E. Dorsey Wealth Planner READ MORE Wealth Management Patrick K. Egar, CPA Director of Tax & Trust Services READ MORE Wealth Management Barbara A. Flaherty Wealth Advisor READ MORE Investment Management Herbert R. Cayzer Senior Research Analyst READ MORE Investment Management James M. Doogan, CFA Senior Portfolio & Reporting Analyst READ MORE Investment Management Yuval Ezer, CFA Director of Equity Research READ MORE Investment Management Roger K. Foulkes, CFA Principal, Portfolio Manager READ MORE Investment Management James B. Higgins TRADING ASSOCIATE READ MORE Investment Management E. Douglas Huber Director of Manager Research READ MORE Investment Management Mark J. Reed Principal, Portfolio Manager READ MORE Operations & Compliance Leicia R. Chan Director of Operations READ MORE Operations & Compliance Chérie D. Delaney Senior Operations Associate READ MORE Operations & Compliance Karen F. Manning Director of Human Resources & Controller READ MORE Wealth Management Elizabeth M. McElligott Wealth Planner READ MORE Operations & Compliance Benjamin J. Patch CLIENT SERVICES ASSOCIATE READ MORE Operations & Compliance Jessica L. Vacanti Client Services Manager READ MORE SENIOR MANAGEMENT | Senior Management Robert G. Scott Chairman & Chief Executive Officer READ MORE Senior Management David H.M. Baker, CFA Managing Principal READ MORE Senior Management Fraser J. McLean, CFA, CFP® Chief Investment Officer READ MORE Senior Management Beverly Rodrigue, CFP®, CRPC® Director of Financial Planning/Wealth Advisor READ MORE Senior Management Blake E. Stuart, CFA Chief Operating Officer & Chief Compliance Officer READ MORE WEALTH MANAGEMENT | Senior Management Beverly Rodrigue, CFP®, CRPC® Director of Financial Planning/Wealth Advisor READ MORE Wealth Management Mary L. Connelly, CFP®, CTFA, CDFA® Wealth Advisor READ MORE Wealth Management Morgan E. Dorsey Wealth Planner READ MORE Wealth Management Patrick K. Egar, CPA Director of Tax & Trust Services READ MORE Wealth Management Barbara A. Flaherty Wealth Advisor READ MORE Wealth Management Elizabeth M. McElligott Wealth Planner READ MORE INVESTMENT MANAGEMENT | Senior Management Fraser J. McLean, CFA, CFP® Chief Investment Officer READ MORE Investment Management Herbert R. Cayzer Senior Research Analyst READ MORE Investment Management James M. Doogan, CFA Senior Portfolio & Reporting Analyst READ MORE Investment Management Yuval Ezer, CFA Director of Equity Research READ MORE Investment Management Roger K. Foulkes, CFA Principal, Portfolio Manager READ MORE Investment Management James B. Higgins TRADING ASSOCIATE READ MORE Investment Management E. Douglas Huber Director of Manager Research READ MORE Investment Management Mark J. Reed Principal, Portfolio Manager READ MORE FIDUCIARY SERVICES | Senior Management Blake E. Stuart, CFA Chief Operating Officer & Chief Compliance Officer READ MORE Wealth Management Patrick K. Egar, CPA Director of Tax & Trust Services READ MORE Senior Management Robert G. Scott Chairman & Chief Executive Officer READ MORE OPERATIONS & COMPLIANCE Operations & Compliance Leicia R. Chan Director of Operations READ MORE Operations & Compliance Chérie D. Delaney Senior Operations Associate READ MORE Operations & Compliance Karen F. Manning Director of Human Resources & Controller READ MORE Operations & Compliance Benjamin J. Patch CLIENT SERVICES ASSOCIATE READ MORE Operations & Compliance Jessica L. Vacanti Client Services Manager READ MORE Senior Management Robert G. Scott Chairman & Chief Executive Officer READ MORE Senior Management Fraser J. McLean, CFA, CFP® Chief Investment Officer READ MORE Senior Management David H.M. Baker, CFA Managing Principal READ MORE Senior Management Blake E. Stuart, CFA Chief Operating Officer & Chief Compliance Officer READ MORE Senior Management Beverly Rodrigue, CFP®, CRPC® Director of Financial Planning/Wealth Advisor READ MORE Wealth Management Patrick K. Egar, CPA Director of Tax & Trust Services READ MORE Wealth Management Mary L. Connelly, CFP®, CTFA, CDFA® Wealth Advisor READ MORE Wealth Management Morgan E. Dorsey Wealth Planner READ MORE Wealth Management Barbara A. Flaherty Wealth Advisor READ MORE Investment Management Yuval Ezer, CFA Director of Equity Research READ MORE Investment Management Roger K. Foulkes, CFA Principal, Portfolio Manager READ MORE Investment Management Mark J. Reed Principal, Portfolio Manager READ MORE Investment Management E. Douglas Huber Director of Manager Research READ MORE Investment Management Herbert R. Cayzer Senior Research Analyst READ MORE Investment Management James B. Higgins TRADING ASSOCIATE READ MORE Operations & Compliance Leicia R. Chan Director of Operations READ MORE Operations & Compliance Jessica L. Vacanti Client Services Manager READ MORE Operations & Compliance Karen F. Manning Director of Human Resources & Controller READ MORE Operations & Compliance Chérie D. Delaney Senior Operations Associate READ MORE Wealth Management Elizabeth M. McElligott Wealth Planner READ MORE Operations & Compliance Benjamin J. Patch CLIENT SERVICES ASSOCIATE READ MORE Investment Management James M. Doogan, CFA Senior Portfolio & Reporting Analyst READ MORE
Senior Management Beverly Rodrigue, CFP®, CRPC® Director of Financial Planning/Wealth Advisor READ MORE
Senior Management Beverly Rodrigue, CFP®, CRPC® Director of Financial Planning/Wealth Advisor READ MORE
Senior Management Beverly Rodrigue, CFP®, CRPC® Director of Financial Planning/Wealth Advisor READ MORE
Senior Management Beverly Rodrigue, CFP®, CRPC® Director of Financial Planning/Wealth Advisor READ MORE