We believe your adviser should always have the courage to tell you the truth, even when you don’t especially want to hear it.
- Robert F. Mewshaw President & Chief Investment Officer
- Alexander F. Barron Senior Investment Counsellor
- Bryan M. Thaler, BFA™ Senior Investment Counsellor & Assistant Investment Officer
- Christopher J. Blair, CFP®, CPWA® Investment Counsellor
- Creg Hill, CRPC® Chief Operating Officer & Assistant Compliance Officer