Serving you responsively is key to how we work.

Gary R. Mikula, CFA

Gary R. Mikula, CFA

President & Co-Founder

Miner A. Crary, CFA

Principal & Co-Founder

Robert A. O’Neil, Jr., CFA

Principal & Co-Founder

Thomas E. Reilly, Jr., JD, LLM

Thomas E. Reilly, Jr., JD, LLM

Principal & Co-Founder

John B. Stiles

John B. Stiles

Principal & Chief Compliance Officer

Catherine Kennedy CFP

Catherine M. Kennedy, CFP®

Managing Director

Timothy Malloy CFP

Timothy M. Malloy, CFP®

Managing Director

Brett A. Mirliani, CFA, CFP

Brett A. Mirliani, CFA, CFP®

Managing Director

Adam J. Desjardins, CFA

Adam J. Desjardins, CFA

Vice President

G. Bowen Cook Jr. (“Bo”), CFA

G. Bowen Cook Jr. (Bo), CFA

Research Analyst

Christopher Mikus

Christopher Mikus

Senior Associate

Jessica T Truong

Jessica T. Truong

Senior Associate

Brian Bonilla

Brian Bonilla

Associate

Katy Colletti

Katy Colletti

Associate

Kerley Hairston

Kerley Hairston

Associate

Sean Kelly

Sean Kelly

Associate

Joanne Powers

Joanne Powers

Associate

Janan S. Thomas

Janan S. Thomas

Associate

Cindy Warhol

Cindy Warhol

Associate