Oakbrook Terrace
Barbara Best
Managing Director
Nancy Rizzuto
Managing Director
Alison Bettonville, CFA
Managing Director
Michael Warford, CFA
Managing Director
Mike Rarey, CFA, CAIA
Managing Director
Neil Davies, CPWA®
Managing Director
Alex Lynch
Director, Investment Research
Amy Sullivan
Associate Vice President, Retirement Plan Consulting
Carrie Walters Shapiro, CFP®
Wealth Advisor
Christi Bonaccorsi
Specialist, Administrative Services
Christina Quiroz
Specialist, Data Analytics
Colin Rogers, CPFA®
Director, Retirement Plan Consulting
Emily Drury
Director, Retirement Plan Consulting
Heather Rarey
Vice President, Operations
Jillian Kenny
Specialist, Trading
Laura Brett
Associate Vice President, Investment Consulting
Lora Hayes
Specialist, Client Services
Mason Schlagenhaft
Associate, Investment Research
Molly Powers, CFP®
Wealth Advisor
Robert Siciliano, CFA
Associate Vice President, Retirement Plan Consulting
Spencer Yurkowitz
Director, Investment Research
Stephanie Guldan
Specialist, Data Analytics