Our Team

Robert T. Edwards

CEO, Chief Investment Officer, Senior PIM® Portfolio Manager

H. Scott Waldman, MBA

Managing Director

Todd Finkel, MBA

Senior Financial Advisor - Director

John P. Kellar, PRP

First Vice President - Investment Officer, Senior Institutional Consultant

Michael Shear

Managing Principal

Scott Shear

Senior Vice President

Andrew C. Banks, CRPC®

First Vice President, Fundamental Choice Portfolio Manager

Jeff Neuwirth

First Vice President, Financial Advisor

Charles Sauer CFA, CFP®

Analyst

Sebastian Brinkerhoff, MBA

Business Development Officer

Leta Langevin

Client Relationship Manager

Courtney Smuder

Client Relationship Manager

Debbie Rodriguez

Client Relationship Manager