Monica Atwell Consultant 804.521.6007 vCard
Pete Bowman Managing Director 804.521.6015 vCard
Nikki Brinkerhoff
Nikki Brinkerhoff Associate Director 770.330.8717 vCard
Tim Buckler Consultant 804.521.6027 vCard
Jeff Call, CEO, Devyze
Jeff Call CEO, Devyze 801.380.8907 vCard
Polly Cordle Director 804.521.6023 vCard
Michelle Craft Senior Consultant 804.588-5081 vCard
Ann Daniels Senior Consultant 441.541.5036 vCard
Cathleen DePasquale, CRCP Independent Consultant 973.464.4624 vCard
Andrew Favret, Independent Consultant
Andrew A. Favret, Esq. Independent Consultant 504.258.2010
Jena Glownia Family Office Specialist 804.965.5400 vCard
Ann Griffith, Esq. Managing Director 703.304.2682 vCard
Jeff Harpel Director 717.249.8803 vCard
Donald L. Horwitz Independent Consultant 312.613.9007 vCard
Gray Houghton Senior Consultant 804.521.6004 vCard
Karen Houghton Senior Consultant 804.521.6005 vCard
Dale C. Jackson Managing Director 441.541.5036 vCard
Shannan Layette Senior Consultant 847.275.9101 vCard
Ralph Magee Jr. Senior Consultant 804.521.6021 vCard
Pete McAteer Director 804.521.6026 vCard
Greg Orgill, CIO, Devyze
Greg Orgill CTO, Devyze 801.231.1266 vCard
Theresa Muller Associate Director 540.872.8964 vCard
Thomas O'Rourke
Thomas O’Rourke Independent Consultant 441.541.5036 vCard
Phillips
Mary Jane Phillips Associate Director 262.853.8321 vCard
Bill Reilly Associate Director 850.728.7034 vCard
Evan Rosser Director 202.631.0213 vCard
Cindy Rosen Senior Consultant 804.588.5089 vCard
Teresa Schafer, Director, Oyster Consulting
Teresa M. Schafer Director 646.262.4897 vCard
Michael Segal
Michael Segal Managing Director 704.654.8289 vCard
Joe Sisti Senior Consultant 908.256.0077 vCard
Tom Skibicki Independent Consultant 646.522.2935 vCard
Robert L. Tuch, Esq. Senior Consultant 614.361.5365 vCard
Clark Tucker Director 205.721.0507 vCard
Joe Turner Senior Consultant 804.521.6002 vCard
Lance Whittemore Senior Consultant 804.521.6016 vCard
Mary Catherine Wilck-Pond Associate Director 804.521.6014 vCard
Howard Zegelstein, Independent Consultant
Howard Zegelstein Independent Consultant 914.261.1990 vCard

FEATURED CONSULTANT

Ralph Magee Jr.,Senior Consultant

Ralph has been a part of the financial services industry for 20 years in a variety of roles including trading, compliance and retail brokerage.

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