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

Timothy M. Malloy

Timothy M. Malloy, CFP®

Managing Director

Adam J. Desjardins, CFA

Adam J. Desjardins, CFA

Vice President

Brett A. Mirliani, CFA, CFP

Brett A. Mirliani, CFA, CFP®

Vice President

Christopher Mikus

Christopher Mikus

Senior Associate

Jessica T. Truong

Jessica T. Truong

Senior Associate

G. Bowen Cook Jr. (“Bo”), CFA

G. Bowen Cook Jr. (Bo), CFA

Research Analyst

Joanne Powers

Joanne Powers

Associate

Brian Bonilla

Brian Bonilla

Associate

Katy Colletti

Katy Colletti

Associate

Janan S. Thomas

Janan S. Thomas

Associate

Cindy Warhol

Cindy Warhol

Associate