Our Team

 
  • Charles Porter, CFA

    President
    Trust and Wealth Management

  • Alex Bahamonde, CTFA

    Managing Director, Chief Fiduciary Officer

  • David Breitwieser

    Managing Director and Chief Investment Officer

  • Marta Goldberg, JD

    Managing Director and Fiduciary Wealth Advisor

  • Libby Witherspoon

    Managing Director and Senior Portfolio Manager

  • Laura Marquet, CFP®

    Senior Director and Senior Portfolio Manager

  • Kenneth Bierman

    Strategic Advisor

  • Brooke Sharpton

    Portfolio Officer