Kelly Russo

Kelly Russo ManagerReporting & Client Service Total Industry Experience | 17 Years Professional Experience Kingdon Capital ManagementHead of Operations, Kingdon Advisory Education BA, University of...

Jennifer Geoghegan

Jennifer Geoghegan Chief Operating Officer Total Industry Experience | 25 Years Professional Experience The Colony Group, LLCChief of Staff, Chief Strategy Officer, Chief Marketing Officer Focus Financial PartnersVice President, Marketing American Express, Inc.Vice...

Zoe Griffiths

Zoe Griffiths Client Operations Administrator Total Industry Experience | 9 Years Professional Experience Fidelius GroupBusiness Analysis Education BA, Birmingham City...

Scott Dow

Scott Dow, CFA Senior DirectorInvestment ResearchPortfolio Management Total Industry Experience | 12 Years Professional Experience Summit Rock AdvisorsInvestment Management Education BS, New York University Stern School of...

Emma Fernandez

Emma Fernandez Wealth Engineer Total Industry Experience | 2 Years Education BS, Lehigh...
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