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Nicole Tarallo
Director of Institutional Client Service
“We seek to provide value-added service for the life of a client's relationship with us.”
Nicole Tarallo
Director of Institutional Client Service
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Andrew Goldsmith
Institutional Sales Manager
Nicholson Lamdin, III
Portfolio Manager, Senior Client Portfolio Manager
George Neofytidis
Product Specialist
Sean Oakes
Institutional Sales Manager
Susan Pak
Client Service Manager
Caroline Smith
Product Specialist
Robert Swab
Portfolio Manager, Senior Client Portfolio Manager
Edward Swenson
Product Specialist
“Dominant franchise companies with strong balance sheets in growth industries can provide the ingredients for sustainable earnings power.”
Edward Swenson
Product Specialist
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Juliet Willetts
Relationship Manager