Your Team

Wealth Advisors

Neal McGrath

AIF®, CRPC®, AAMS®
Founder, Managing Partner, Senior Wealth Advisor

Thomas Brown

AWMA®, AAMS®, CRPC®, APMA®
Co-Founder, Managing Director, Wealth Advisor

Client Services

Ray Hayes

Director of Client Relations

Heather McGrath

Director of Operations

Aris Pantelas

Client Service Manager

Susan Weber

Manager of Client Relations

Investments

Saumen Chattopadhyay

CFA®, CPA
Chief Investment Officer, Carson Partners

Scott Kubie

CFA®
Senior Investment Strategist

Greg DeGennaro

CFA®, CAIA
Client Portfolio Manager

Jessica Golson

CIPM
Vice President, Investment Operations and Performance

Mike Lawrence

Portfolio Manager

Vishnu Lekraj

Co-Portfolio Manager

Josh Russell

Portfolio Manager

Patrick Sittner

Portfolio Strategist

Sonu Varghese

Senior Investment Analyst

Research Department

Saumen Chattopadhyay

CFA®, CPA
Chief Investment Officer, Carson Partners

Brett Carson

CFA®
Director of Research

Alex Blankenburg

Associate Trader

Jake Bleicher

CFA®
Co-Portfolio Manager

Kellie L. Duffy

Senior Trade Operations Analyst

Todd Knott

Senior Institutional Trader

Jordan Pieper

Trading Specialist

Drew Reisdorff

Senior Trader

Kaleigh Sanders

Trading Operations Analyst

Matthew (Matt) Smith

Senior Trader

Kevin Zlomke

Director of Trading

Alyssa Zuck

Senior Trade Support Specialist

Advanced Solutions Team

Sarah Duey

JD, CTFA, CAPⓇ
Vice President, Trust Services

Michael Gruidel

Paraplanner

Jamie Hopkins

ESQ., MBA, CFP®, LLM, CLU®, ChFC®, RICP®
Managing Partner of Wealth Solutions

Jody Jackson

FPQP™
Paraplanner

Mark Petersen

CPA, CFP®
Vice President, Affluent Wealth Planning

Beth Schanou

JD
Senior Wealth Planner

Krista Thompson

CPA
Senior Wealth Planner

Erin Wood

CFP®, CRPC®, FBS®
Senior Vice President, Financial Planning and Advanced Solutions

Ryan Yamada

CFP®
Planner