John F. Blair, CFP®

President

Gregory G. Heard

Principal & Portfolio Manager

Jeffrey L. Caples, CFA

Principal & Portfolio Manager

Nicholas N. Petrelli, CFP®

Principal & Portfolio Manager

Frederick A. Allner, III

Principal & Portfolio Manager

Andrew T. Chudy

Portfolio Manager &
Research Analyst

David P. Corcoran

Senior Vice President &
Portfolio Manager

Jodi Credit

Client Service Associate

Lenèe Dirzuweit, IACCP®

Chief Compliance Officer & Practice Manager

Alex L. Faber, CFA, CFP®

Relationship Manager & Research Analyst

Stacy L. Fisher

Client Service Associate

James P. Gauthier, CFA

Senior Vice President &
Portfolio Manager

JG Guidera

Portfolio Manager

Dawn M. Lasek

Administrative Assistant

Doug McClean, CISM

Director of Technology & Performance

Olive W. Mitchell, CFP®

Relationship Manager

Darin A. Morgan, CFA, CFP®

Senior Vice President &
Portfolio Manager

Andrew N. Riehl, CFA

Research Analyst

Becky Scaletta

Client Service Associate

Marie C. Smith, CFP®

Director of Client Communications

Brendan P. Sweeney, CFA

Portfolio Manager &
Research Analyst

Nancy A. Thomas

Client Service Associate

OUR AFFILIATIONS

AN INTEGRATED TEAM APPROACH

Our team has the depth and scope of knowledge, expertise, and experience to manage multifaceted wealth.

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