TEAM

TEAM

TEAM

Serving you responsively is key to how we work.

Gary R. Mikula, CFA

Gary R. Mikula, CFA

President & Co-Founder

Robert A. O’Neil, Jr., CFA

Principal & Co-Founder

Paul Donovan, CFP

Paul J. Donovan, CFP®

Chief Administrative 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®, CPWA®

Managing Director

Adam J. Desjardins, CFA

Adam J. Desjardins, CFA

Vice President

G. Bowen Cook Jr. (“Bo”), CFA

G. Bowen Cook Jr. (Bo), CFA

Assistant Vice President

Christopher Mikus

Christopher P. Mikus, CFA

Assistant Vice President

Jonathan O. Eng

Investment Operations Manager

Jessica T Truong

Jessica T. Truong

Senior Associate

Brian Bonilla

Brian Bonilla

Associate

Katy Colletti

Katy L. Colletti

Associate

Kerley Hairston

Kerley Hairston

Associate

Sean Kelly

Sean M. Kelly

Associate

Joanne Powers

Joanne E. Powers

Associate

Cindy Warhol

Cindy A. Warhol

Associate

Retired Co-Founders

Miner A. Crary, CFA

Co-Founder, Of-Counsel

Thomas E. Reilly, Jr., JD, LLM

Thomas E. Reilly, Jr., JD, LLM

Co-Founder, Of-Counsel