leadership

Investment Managers

Daniele M. Donahoe, CFA Managing Partner,
Chief Investment Officer
Elliott Van Ness, CFA Partner & Portfolio Manager,
Director of Research

Thomas Mack Research Analyst

Advisory Team

Sandy Carlson, CFP, CPA, CDFA Partner & Wealth Advisor,
President
Leah Maybry, CPA Partner & Wealth Advisor,
Director of Tax & Family Office Services

Lorri Tomlin, FPQP Wealth Advisor
Michael Means, CPA Wealth Advisor

Ryan Vaudrin, CFP Wealth Associate
Lesley Burke Client Service Associate