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Client Service

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Institutional Accounts

Our client service team is dedicated to building outstanding relationships with our clients. Team members ensure accessibility and availability and facilitate ongoing communication.

  1. Bruce R. Shewfelt, Managing Director, Client Service & Marketing
  2. Craig Auwaerter, MBA, CFA, Vice President, Client Service/Business Development
  3. John G. Shuter, Vice President, Client Service/Business Development
  4. Lori MacKay, CFA, Vice President, Client Service/Business Development
  5. Nancy Chew, Assistant Vice President, Client Service
  6. Karim Aboo, Senior Associate, Client Service
  7. Jennifer Edmunds, Associate, Client Service
  8. Elaine Lee, Associate, CRM and Database