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Our People

Our people are our most valuable resource. They have the skills and expertise to ensure that we deliver on our commitment to our clients, foster enduring client relationships and grow our business.

That’s why we employ the brightest minds in the business and provide an opportunity for them to become stakeholders of the firm. We cultivate an atmosphere of team work in which mutual respect is paramount.

Select department below to view team members:

 

Management Committee

Click employee image or name to access employee’s biography.

  1. Mark D. Thomson, MFA, CFA, Managing Director, Equities
  2. David Gregoris, MBA, CFA, Managing Director, Fixed Income
  3. Bruce R. Shewfelt, Managing Director, Client Service & Marketing
  4. Michael J. Gibson, CPA, CA, Managing Director, Operations
  5. Greg Latremoille, CPA, CA, Managing Director, Private Client Group