Our People
Our financial advisors, leadership, and board of directors represent a range of key subject matter experts from varying fields of expertise.
Eric W. Bailey
Principal | Southeast Region | Head of Endowments & Foundations
Frank Bub
Senior Director | Head of Wealth Management Consulting
Mary Earls
Senior Director | Finance
Kyle J. Gaul
Senior Director | Strategy & Transformation Office
Eve Kelle
Senior Retirement and Investment Analyst. Pinnacle Retirement Solutions.
Jennifer Doss
Senior Director | Defined Contribution Practice Leader
Ann Leddy
Chief Compliance Officer
Christina Markell-Balleza
Managing Director | General Counsel
Scott T. Matheson
Managing Director | Head of Client Solutions
Karen Denise
Senior Director | Head, Wealth Client Service