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Our Team

Orion (detail) by Brian Rutenberg

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Peter J. Raimondi
Chief Executive Officer
Founder
Bryan P. Keller
Chief Strategic Officer
Leslie Arsenault Metz
General Counsel
Kayla Berg
Chief Compliance Officer
Luke S. Baxter
Chief Technology Officer
Greg Horn
Chief Development Officer
Marie Albin
Director
Marketing & Communications
Amy B. Armstrong
Director
Client Services
Peter Augustin
Director
Wealth Advisor
Autumn Azar
Director
Relationship Associate
Terri Borzelleca Fad
Director
Senior Relationship Associate
Lucas Colantoni
Director
Junior Portfolio Manager
Eric A. Bratvold
Director
Senior Relationship Manager
Tiffany Costa
Director
Associate Advisor
Mary Beth Cosentino
Director
Wealth Advisor
Josh Crossman
Managing Director
Senior Wealth Advisor
Bridget A. Cunningham
Director
Senior Portfolio Manager
Tim Dick
Director
Associate Advisor
Amy L. Enderlein
Managing Director
Client Operations
Diane L. Dillon
Director
Wealth Advisor
Tamara Ertley
Director
Senior Relationship Associate
Madelyn Fahnestock
Relationship Associate
Rose Geffrard
Administrative Assistant
Bailey Fielding
Senior Relationship Associate
Andrew Gerstner
Head Trader
Andrea Gorniok
Director
Client Service Associate
Bryan Gregorich
Director
Director of Operations
Matthew J. Haddad
Managing Director
Senior Portfolio Manager
Patrick G. Hahn
Managing Director
Senior Portfolio Manager
Jessie Hughes
Director
Wealth Advisor
Will Kamery
Director
Senior Wealth Advisor
John H. King
Director
Senior Wealth Advisor
Matthew Kornack
Research Analyst
Wendy Kneebone
Director
Controller
Todd Lermitte
Director
Senior Wealth Advisor
Bethany Levin
Research Analyst
Portfolio Manager
Jeffrey D. Levin 

Managing Director
Senior Wealth Advisor
Donald S. Loveless
Managing Director
Senior Wealth Advisor
David McDonald
Managing Director
Senior Portfolio Manager
Scott McFadden
Senior Portfolio Manager
Tim Melly
Director
Director of Investment Solutions
William J. Mikus
Managing Director
Senior Wealth Advisor
Dannielle Moussally
Director
Senior Executive Assistant
T. Broderick Mullins
Senior Wealth Advisor
Myranda J. O’Bara
Managing Director
Senior Wealth Advisor
Brett W. Orvieto
Managing Director
Senior Wealth Advisor
Robert G. Pavlik
Director
Senior Portfolio Manager
Francis A. Pineno
Managing Director
Senior Wealth Advisor
Jill D. Rance
Director
Senior Wealth Advisor
Betsy Rector
Director
Senior Wealth Advisor
Marilyn Rios
Managing Director
Senior Wealth Advisor
Bonnie A. Sewell
Managing Director
Senior Wealth Advisor
Kylie Stevens
Director
Strategy & Integrations Specialist
David Strachan
Managing Director
Senior Wealth Advisor
Madison Strahan
Director
Senior Relationship Associate
James K. Tonrey, Jr.
Senior Managing Director
Portfolio Management
Dana J. Tonrey
Integration Specialist
Brian Suskevich
Director
Senior Wealth Advisor
Reiner Westby
Director
Senior Research Analyst
Rhys Williams
Director
Senior Wealth Advisor
Fiore Zotos
Director
Systems Coordinator
Seth Honowitz
Board Member
Peter F. Mawn
Board Member
Derek E. Leon
Board Member
Alicia Caufield
Board Member
Featured Artist - We proudly feature the paintings of Brian Rutenberg, who inspires all of us through his unique passion, dedication and singularity of vision. Brian has been a client and a friend of the firm for many years. We encourage you to experience Brian’s work which is such an inspirational display of self-expression at www.brianrutenbergart.com.