Meet Your Operations Team
Our behind-the-scenes team brings excellence to portfolio management, business processes, and infrastructure of the firm to ultimately support the overall client experience.
Portfolio Operations
Erica J. Yount, CFA®, CFP®
Investment Advisor
George T. Padula, CFA®, CFP®
Chief Investment Officer, Principal & Wealth Manager
Jeanne Owens
Director of Operations
Josh Connell
Senior Operations Associate
Mark Willoughby, CFA®, CFP®, ACA
Chief Operating Officer, Principal, & Wealth Manager
Peter Somich, CFA®, CFP®, MSF
Principal & Senior Investment Analyst
Tana L. Flores, FPQP™
Senior Operations Associate
Tom Kennedy, CFA®, MBA
Investment Advisor
Human Resources, Compliance, Technology and Marketing
Adelaide Pickett, IACCP®
Compliance Manager
Anna Lui
Senior Marketing Manager
Bryan Burchette
Technology Manager
Donna Hildebrand
Human Resources Associate
Jennifer Faherty, CFP®
Chief Client Experience Officer
Joy Zaykoski
Marketing Associate
Kate Guider
Human Resources Associate
Noemi Perez
Director of Human Resources
Theresa Apruzzese Days, J.D.
Chief Compliance Officer