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Nicole Tarallo
Head of Client Service
“We seek to provide value-added service for the life of a client's relationship with us.”
Nicole Tarallo
Head of Client Service
See Nicole Tarallo's Profile
Andrew Goldsmith
Institutional Sales Manager
Robert Johanson
Senior Investment Specialist
Jeffrey Layn
Senior Investment Specialist
George Neofytidis
Private Client Management
Sean Oakes
Institutional Sales Manager
Susan Pak
Client Service Manager
Susan Plastini
Senior Investment Specialist
Caroline Smith
Senior Investment Specialist
Robert Swab
Portfolio Manager, Senior Client Portfolio Manager
Juliet Willetts
Relationship Manager