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®

Principal, CCO, & COO

Catherine Kennedy CFP

Catherine M. Kennedy, CFP®

Principal

Timothy Malloy CFP

Timothy M. Malloy, CFP®

Principal

Brett A. Mirliani, CFA, CFP

Brett A. Mirliani, CFA, CFP®, CPWA®

Principal

G. Bowen Cook Jr. (“Bo”), CFA

G. Bowen Cook Jr. (Bo), CFA

Vice President & Director of Research

Adam J. Desjardins, CFA

Adam J. Desjardins, CFA

Vice President

Christopher Mikus

Christopher P. Mikus, CFA, CFP®

Vice President

Taylor Cartaglia

Investment Operations Manager

Joanne Powers

Joanne E. Powers

Senior Associate

Jessica T Truong

Jessica T. Truong

Senior Associate

Lynne Ames

Associate

Katy Colletti

Katy L. Colletti

Associate

Kerley Hairston

Kerley Hairston

Associate

Cole Hanifin

Associate

Matthew W. Malicki

Associate

Susan D. Vallerand

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