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Meet Our Team

Alyssa Do

Executive Director,
Wealth Planning

Brennan McCormack, CFA®

Associate,
Client Advisory

Cassandra Puhalla, CFA®

Senior Associate,
Client Advisory

Cassidy Steck

Senior Associate,
Client Advisory

Charlie Olson, CPA

Executive Director,
Wealth Planning

Christine Basler

Director,
Client Advisory

Daniel Barton

Director,
Client Advisory

Daniel Rothery

Director,
Client Advisory

Eleanor Lindsey

Director,
Wealth Planning

Eliza Leach

Managing Director,
Client Advisory

Emily Mears

Managing Director,
Client Advisory

Eric Kramer

Managing Partner,
CEO & CIO

Fisher Mountcastle

Analyst,
Client Advisory

Gordon Pisciotta

Associate,
Investment Research

Jeff Durkin

Associate,
Client Advisory

Jennasa Lima

Senior Analyst,
Marketing

Justine DeCoste, CFA®

Senior Director,
Investment Research

Kevin Arnold

Senior Director,
Client Advisory

Koleton Gruber

Senior Associate,
Client Advisory

Lindsay Searer, CFA®

Executive Director,
Investment Research

Maria Zesbaugh

Senior Analyst,
Client Advisory

Matt Walker

Director,
Client Advisory

Matt Wiles

President

Michael McGowan, CFA®

Managing Director,
Investment Research

Miles Cooke, CFA®

Executive Director,
Investment Research

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