Our People
Thomas R. Appleton, CFA, CTFA
David Boit, CFA
David Cuetos, CFA
Wendy Holding, CFA
Nushin Kormi, CFA
Amory L. Logan, CFA
William B. Perkins, CFA
Gilbert M. Roddy, Jr., CTFA, CFA
Simran Su, CFA
Hugh L. Warren, CFA (Trustee Emeritus)
Mark Squillacioti, CTFA
Jonathan Korb, JD, LLM
Charles Schmidt
Thomas Francione, CTFA, AEP®
Jessica Benjamin
Alison Newcomb
Barry Livermore
Melissa Perroni
Jim Reddy
Lindsay Schmidt
Sarah Short
Ryan Carey
Harold Goldstein
Paul Helmuth
Kristen Orsini
Bethany Shukie, CPA
Rachel Wexler, CTFA