Skip to main content

Liza Baran

Liza Baran

DIRECTOR OF SHAREHOLDER SERVICES & OPERATIONS

https://www.linkedin.com/in/kevin-gioia-cfa-7a57a241/

Kevin Smith, CFP®

Kevin Smith, CFP®

DIRECTOR OF PRIVATE CLIENT SERVICES

Renee Barratiere

Renee Barratiere

SENIOR RELATIONSHIP MANAGER

Andrew Boord

Andrew Boord

PORTFOLIO MANAGER, FAM SMALL CAP FUND

https://www.linkedin.com/in/andrew-boord-8442428/

Palmer Fargnoli

Palmer Fargnoli

REGIONAL SALES DIRECTOR

Paul Hogan, CFA®

Paul Hogan, CFA®

PORTFOLIO MANAGER,
FAM DIVIDEND FOCUS FUND

https://www.linkedin.com/in/paul-hogan-b7313a65/

Joe LeRoy, CFP®

Joe LeRoy, CFP®

INVESTOR RELATIONS

Colleen Marsh

Colleen Marsh

SENIOR SHAREHOLDER SERVICES ASSOCIATE

Wahid Nabi

Wahid Nabi

SHAREHOLDER SERVICES ASSOCIATE

Donna Rios

Donna Rios

ADMINISTRATIVE ASSISTANT

Nancy Singer

Nancy Singer

SENIOR OPERATIONS SPECIALIST

Michael Weaver

Michael Weaver

JUNIOR DIRECTOR

Donnamarie Kuntzsch

Donnamarie Kuntzsch

OPERATIONS ASSOCIATE

Jennifer Stinson

Jennifer Stinson

ADMINISTRATIVE ASSISTANT

Richard Heim

Richard Heim

SENIOR RELATIONSHIP MANAGER

Jonathan Moran

Jonathan Moran

DIRECTOR

Brendan Scoralick

Brendan Scoralick

OPERATIONS ASSOCIATE