Mark Stefan

Mark Stefan, CIM

Senior Portfolio Manager & Wealth Advisor

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Carissa Robins

Carissa Robins

Senior Associate Advisor

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Srivathsan (Sri) Raghavan

Srivathsan (Sri) Raghavan, CFA, CIM

Associate Portfolio Manager

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Keith Godwin

Keith Godwin

Associate Wealth Advisor

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Mack Burns

Mack Burns

Associate Advisor

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