OUR TEAM
Principals
Our four distinguished principals, Mary Margolis, Trey Brady, Suresh Raghavan and Dan Bender, share a common approach to planning and investment management, serving their clients first.
Mary Margolis
CFP®, CPA/PFS, CDFA®, CeFT®
Dan Bender
MBA, CFS®, CES®
Staff
Do not email trade instructions as they will not be executed.
External Investment Committee Members
Designations
Robert G. Alley
CFA, MBA, BBA
Edward Guay
MBA, BBA
Mark McMeans
CFA, MBA , BBA
Kevin McNulty
JD, CPA , BS
Harshad Patel
M.S. , B.E