-A A +A

Our Team

Steve Pike
Founding Principal
Jim Fine
Chief Executive Officer
Robert G. (Bob) Fontana, CFA
Chief Investment Officer
Lisa Hendrix
VP, Compliance Officer / Fiduciary Officer
Adam Morgan, CFA
SVP, Director of Investment Strategy
Ginger Rouse
Vice President and Relationship Manager
Michael Zuber
VP, Wealth Management Advisor
Shelly Gelberg
Client Service Account Manager
Eileen Marnell
Client Service Account Manager
Deeds Kienker
Investment Analyst
Kent Cheesborough
VP, Wealth Management Advisor
Alt
AVP, Middle Office Manager