| Title | Employee | Office |
| Chief Investment Officer | |
| Executive Assistant | |
| Managing Director | |
| Director (Advisor) | |
| Managing Director | |
| President | |
| Managing Director | |
| Director (Estate Planning/Real Assets) | |
| Director (Advisor) | |
| Associate Director (Operations) | |
| Director (ISG/Risk Management) | |
| Associate Director (Advisor) | |
| Managing Director | |
| Associate Director (Advisor) | |
| Director (Advisor) | |
| Managing Director | |
| Associate Director (Advisor) | |
| Director (Advisor) | |
| Director (Risk Management) | |
| Director (Project Management) | |
| Senior Liasion of ISG & Advisors | |
| Analyst (Marketing) | |
| Director (Advisor) | |
| Director (Advisor) | |
| Analyst (PAG) | |
| Senior Analyst (Advisor) | |
| Analyst (PAG) | |
| Senior Investment Management Associate | |
| Analyst (Custom Reporting) | |
| Client Service Associate | |
| Investment Management Associate | |
| Senior Analyst (Advisor) | |
| Senior Analyst (Advisor) | |
| | Title | Employee | Office |
| Senior Analyst (Operations/Advisor) | |
| Analyst (Custom Reporting) | |
| Analyst (Advisor) | |
| Analyst (Institutional) | |
| Senior Analyst (Advisor) | |
| Operations Associate | |
| Analyst (PAG) | |
| Operations Associate | |
| Receptionist | |
| Analyst (Institutional) | |
| Senior Analyst (Advisor) | |
| Director (Advisor) | |
| Admininistrative Assistant (Institutional) | |
| Analyst (Institutional) | |
| IT Associate | |
| Senior Analyst (PAG/Advisor) | |
| Investment Management Associate | |
| Administrative Assistant | |
| Client Service Associate | |
| Analyst (ISG) | |
| Senior Analyst (Custom Reporting) | |
| HR Associate | |
| Analyst (Institutional) | |
| Compliance Analyst | |
| Analyst (CSG) | |
| Operations Associate | |
| Analyst (Advisor) | |
| Analyst (Advisor) | |
| Operations Associate | |
| Administrative Assistant | |
| Analyst (PAG) | |
| Analyst (Advisor) | |
| Administrative Assistant | |
| | Title | Employee | Office |
| Analyst (Advisor) | |
| Analyst (ISG) | |
| Senior Operations Associate | |
| Senior Investment Management Associate | |
| Analyst (PAG) | |
| Analyst (Advisor) | |
| Operations Trade Discrepancy Finder | |
| Analyst (Custom Reporting) | |
| Analyst (Advisor) | |
| Associate Director (Advisor) | |
| Senior Analyst (Advisor) | |
| Operations Associate | |
| Analyst (Institutional) | |
| Receptionist | |
| Senior Analyst (Custom Reporting) | |
| Compliance Analyst | |
| Senior Analyst (Custom Reporting) | |
| Director (NOT SURE) | |
| NOT SURE/Ops? | |
| Senior Analyst (ISG?) | |
| Director (Advisor) | |
| NOT SURE | |
| NOT SURE/Admin? | |
| Analyst (NOT SURE) | |
| Administrative Assistant | |
| NOT SURE | |
| NOT SURE | |
| NOT SURE | |
| NOT SURE | |
| NOT SURE | |
| NOT SURE | |
| NOT SURE | |
| NOT SURE | |
|