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Our hands-on approach to listening surfaces the why behind your wealth.
Our Investment Advisory Group (IAG) is composed of dedicated analysts who provide unique investment insights, compelling strategies, and actionable guidance to help meet clients’ investment goals.
Co-Chief Investment Officer
Co-Chief Investment Officer, Chief Market Strategist
Head of U.S. Economics
Team Lead, Senior Investment Strategy Analyst
Managing Director, Fixed Income
Senior Fixed Income Investment Analyst
Managing Director – Alternative Investments
Senior Analyst – Private Equity & Alternative Investments
Head of IAG Client Engagement and Diverse Asset Manager Solutions
Head of IAG Advisor Engagement and Sustainable Investing
Managing Director – Equity Strategies