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
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