Team
Our team of financial professionals is dedicated to your vision, your goals. And to taking the time to truly understand them. Above all else, we value trust and partnership.
Meet the Team
Kadija Bah
Client Service Associate
Betsy Duff
Managing Partner and Chief Operating Officer
Tanaá Bell
Client Service Associate
Allison Dunlap
Managing Director
Nick Bundy
Portfolio Manager
Michael Elliott, CFA
Associate Portfolio Manager
Elizabeth Hefferon, JD, LLM
Family Wealth Advisor
Kevin G. Hennessy, JD, LLM
Managing Director and General Counsel
Thomas S. Kim, CFA
Managing Partner and Chief Investment Officer
Jenna Meza
Family Wealth Advisor
Brady M. Tehan
Analyst
Marcus L. Ware
Chief Compliance Officer and Investment Operations Manager
We look forward
to hearing from you.
Your story is unlike anyone else's.
Your wealth plan should be too.