Management Committee

Our clients pay us to manage their wealth.

Why do you care about the Management Committee?  Because the Management Committee worries about coffee, toilets overflowing, and light bulbs, and that means our wealth managers can worry about your financial future.  Plus we needed to have something for those frustrated MBAs to do.

The frustrated MBAs include:

• Jennifer Papadopolo
• David Bugen
• Christopher Cordaro
• J. Brent Beene (no MBA, but he does have a MS and he's from Texas so he helps us "lasso" the issues)