James P. Dowd, CFA, CPA

Founder and Managing Director

Stephanie Holt

Chief Financial Officer and Managing Director

Bridgot Basile

Managing Director

Michael T. Weaver, Jr., CFA

Director

Frances Harkins, CFP®

Managing Director

Juan Garcia, JD

Managing Director

David Witkoff

Advisor

Gaby Giacchino

Operations Manager

Jessi Mills

Associate - Designer

Priyanka Singh

Project Manager

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