Meet Our Team

Financial Advisors

Michael L. Huffman, CFA - President & Financial Advisor

Michael L. Huffman, CFA

President & Financial Advisor >

 

Todd A. Wulfson, CFA - Vice President & Financial Advisor

Todd A. Wulfson, CFA

Vice President, Financial Advisor & Chief Compliance Officer >

 

Timothy A. Humphrey, CFA - Financial Advisor

Timothy A. Humphrey, CFA, CFP®

Financial Advisor >

 

Research

Tom Brownell - Head of Investment Research and Portfolio Construction

Tom Brownell

Head of Investment Research and Portfolio Construction >

 

Jackson A. Bargiello - Research Analyst

Jackson A. Bargiello

Research Analyst >

 

Sarah Sherrill - Operations Associate

Pat Curtis

Equity Research Analyst >

 

Operations

Mary C. Johnson - Client Service Specialist

Mary C. Johnson

Client Service Specialist >

 

Matthew P. Michaud - Trading Specialist

Matthew P. Michaud

Trading & Information Technology Specialist >

 

Sarah Sherrill - Operations Associate

Sarah Sherrill

Operations Assistant >

 

Sarah Sherrill - Operations Associate

Dylan Mackie

Trading and Operations Associate >