Zoe Griffiths Client Operations Administrator Total Industry Experience | 8 Years Professional Experience Fidelius GroupBusiness Analysis Education BA, Birmingham City...
Scott Dow, CFA Senior DirectorInvestment ResearchPortfolio Management Total Industry Experience | 12 Years Professional Experience Summit Rock AdvisorsInvestment Management Education BS, NYU Stern School of...
James Devanna, CPA ManagerFinance & Reporting Total Industry Experience | 7 Years Professional Experience Morgan StanleyWealth Management Education BS, University of...
Sarah Roytman Executive Assistant & Administrative Manager Total Industry Experience | 9 Years Professional Experience BBR Partners Investment Research Education BS, State University of New York at...
