Meet Our Wealth and Investment Management Team

James G. Gould

President

Todd D. Green, CFA

Principal

Frederick J. Minges

Principal

Susan M. Burke, PHR

Vice President of Administration

Jeffrey D. Bradley, CIPM

Vice President of Operations & Compliance

Chris R. Mirrione, CFA

Chief Investment Officer

Christopher J. Brodhead

Principal & Chief Growth Officer

Andrew K. Kay, AIF

Client Advisor

Benton F. Kircher

Senior Operations Analyst

Cole T. Schmitt

Portfolio Management Associate

Elizabeth A. Salamida

Receptionist

Eric Morris, Ed.D.

Portfolio Management Associate & Staff Economist

Erin K. Philipson

Marketing Analyst

Heidi J. Walton

Business Development Specialist

Jenna C. Haynes

Performance Analyst

Jessica J. Collins

Senior Client Service Specialist

Jody J. Rossiter

Portfolio Manager

Justin A. Sansone, CPA, AIF

Client Advisor

Kevin G. Ruster, CFA

Portfolio Manager

Mary B. Borzilleri

Senior Client Service Specialist

Megan Konieczny

Performance Analyst

RJ Strickler

Senior Performance Analyst

Samantha W. Bradley

Client Service Specialist

Timothy J. Tindall

Senior Client Advisor