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Private Client Group

Our team is dedicated to your financial success. By building outstanding relationships, team members ensure accessibility and facilitate ongoing communication.

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

  1. Greg Latremoille, CPA, CA, Managing Director, Private Client Group
  2. Jeffrey Young, MBA, CFA, Senior Vice President, Private Client Group
  3. Steven Smith, CFA, Vice President, Private Client Group
  4. John Cushman, MBA, CFA, Vice President, Private Client Group
  5. Bob Livingston, CFA, Vice President, Private Client Group