Jonathan McGraw Bentley, CFA Portrait

Jonathan M. Bentley, CFA

Research Director & Portfolio Manager

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Brian K. Bourque

Financial Operations Coordinator

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Nicole F. Gagliardi

Managing Director of Operations & Principal

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Karen B. Golding

Client Service Associate & Compliance Coordinator

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Ben Lewis Portrait

Benjamin P. Lewis, CFA

Portfolio Manager & Research Analyst

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Diana B. Malcom

President & Principal

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Mark R. Perry

Senior Manager of Operations

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Erika A. Rhuda

Senior Client Service Associate

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Jessica C. Welch, CFP®

Portfolio Manager, Giving Coordinator & Principal

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