People

Brett Shaver, CFA

President

Adolf Herst

Co-Chairman

Paul Gerard, CFA

Co-Chairman

Joel Heymsfeld, CFA

Chief Investment Officer

William Kufta

Portfolio Manager

Richard Moseley

Portfolio Manager

George Wislar

Portfolio Manager

Paul Lebowitz, CFP®

Senior Wealth Manager

Duane Love

Wealth Manager

Brendan McPoyle, CFP®

Wealth Manager

Marcell Pickens

Wealth Manager

Rob Spadaford

Wealth Manager

Robert Kuzniacki

Chief Operating Officer

Nyda Bannerman

Business Manager

Tara Bansal, CFP®

Financial Planner

Joe Schreiner

Portfolio Analyst