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Our Team

Our Foundation | Our Clients | Our Team


Each of our clients works with an experienced team of professionals, including a relationship manager, a portfolio advisor, and a client service specialist. These teams are supported by the expertise of our investment professionals. Together, we strive to provide our clients with exceptional service while helping them attain their goals.

Jim Fine
Chief Executive Officer
Robert G. (Bob) Fontana, CFA
Chief Investment Officer
Shelly Gelberg
Client Service Account Manager
Deeds Kienker
Investment Analyst
Craig Lewis
Eileen Marnell
Client Service Account Manager
Ty Powers
Director of Asset Allocation & Portfolio Advisor
Ginger Rouse
Senior Vice President and Relationship Manager
AVP, Middle Office Manager
Michael Zuber
SVP, Wealth Management Advisor