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Executive Staff & Relationship Managers
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Executive Staff & Relationship Managers
Glen J. Buco, CFP®
Brian L. Mackin, CFP®
Glenn A. Robinson, CFA
Laurie M. Kramer, CFP®
Kimberly A. Cox, CFP®
Anh N. Lam, IACCP®, CSCP®
Norma L. Graves, CFP®
Kirstie B. Martinez
Matt Cohen, CFP®, CIMA®
Glenn M. Guard, CFA
Victoria Grossmann Henry, CFP®
Brian J. Horan, CPWA®
Cheryl W. Langston, CFP®
Portfolio Management
Financial Planning & Retirement Plan Consulting
Research
Client Services
Information Technology
Office Administration
Glen J. Buco, CFP®
President
[email protected]
Brian L. Mackin, CFP®
Chief Operating Officer and Relationship Manager
[email protected]
Glenn A. Robinson, CFA
Chief Investment Officer
[email protected]
Laurie M. Kramer, CFP®
Managing Director
[email protected]
Kimberly A. Cox, CFP®
Director of Consulting Services
[email protected]
Anh N. Lam, IACCP®, CSCP®
Chief Compliance Officer
[email protected]
Kirstie B. Martinez
Director of Portfolio Management and Relationship Manager
[email protected]
Norma L. Graves, CFP®
Director of Fixed Income
[email protected]
Victoria Grossmann Henry, CFP®
Senior Relationship Manager
[email protected]
Brian J. Horan, CPWA®
Senior Relationship Manager
[email protected]
Matt Cohen, CFP®, CIMA®
Relationship Manager and Senior Portfolio Manager
[email protected]
Glenn M. Guard, CFA
Relationship Manager
[email protected]
Cheryl W. Langston, CFP®
Relationship Manager
[email protected]
