Store and access account information and documents. For more information about this service, please contact us.
Online Tax Organizer
Brian W. Katz, CFA
Chief Investment Officer
Seth P. Hieken, CFA
Managing Director of Colony Investment Management
Elisabeth L. Talbot, CFA, CPA
Executive Director and Chief Market Strategist
Andrew J. Wig, CFA
Director of Equity Portfolios
Jonathan Thrun, CMT
Director of Fixed Income
Robert H. Schundler, CFA
Research Analyst
Vincent F. Damasco, CFA
Research Analyst
Aaron D. Bock, CFA
Research Associate
Robert J. DeVirgilio
Research Associate
Amy C. McMaster
Manager of Investment Services