Team

Bruce Geier

Chief Executive Officer

Erik Garlitz

Chief Investment Officer

Gloria Bedosky

Controller

Cathy Bier

Lindsay Bierman

Financial Accountant

Oliver Conway

Investment Analyst

Cindy Cuffaro

Victoria Dunphy

Executive Assistant

Patty Garven

Director of Tax

Sarah Harris

Paralegal

Maggie Hummer

Melanie Lucas

Chief Operating Officer

Ken Macko

Senior Tax Analyst

Kristina Martin

Molly McBride

Wealth Management Associate

Jack Mohar

Junior Investment Analyst

Dan Papadelis

Tax Manager

Erika Rice

Tax Accountant

Ed Riehl

Julie Shumaker

Director of Wealth Management

Mike Spangler

Chief Financial Officer