A Trusted, Engaged Investment Partner for the Long-Term

An entrusted financial partner since 1986, we take stock
in relationships as well as investment performance to meet
the individual needs of our clients.

Peter W. Ambrozavitch

Operations and Reconciliation

Margaret J. Brennan

Assistant Portfolio Manager

Matthew C. Casieri

Operations & Controls Analyst

Patrick M. Creahan

Municipal Bond Research Analyst

Michael J. DiGiando, PMP

Operations Analyst

Jennifer M. Hall

Assistant Portfolio Manager

Benjamin P. Holcombe

Marketing Analyst

Elizabeth Hutchinson

Fixed Income Trading Assistant

Danielle M. Jennings

RFP/Database Management
Trade Support Analyst

Redis Kelmendi

New Business Analyst

Samantha S. Martell

New Business Analyst

Megan E. McKenna

Office Manager

Santina M. Riley

Assistant Portfolio Manager

Loretta K. Sullivan

Fixed Income Operations Analyst

Ms. Riley is an Assistant Portfolio Manager and Private Client Wealth Services specialist. Her focus is in serving the individual needs of clients, maintaining relationships, and providing client service through collaborative efforts with portfolio managers, attorneys, accountants, trustees, and clients. Ms. Riley monitors portfolio allocations, oversees transaction details, implements trust administration, and manages client requests. Prior to joining the firm, Ms. Riley was a Senior Sales Assistant at SG Cowen, and prior to that with Morgan Stanley Dean Witter. She received her B.A. in Economics from Regis College.

Santina M. Riley

Assistant Portfolio Manager