Our Team

Get to know us!

We have an experienced and dedicated team with a variety of areas of expertise. We all work with the same goal in mind—create the best possible experience for our clients.

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Steven Finerty, JD, CFP
John F. Meara, CFA
President & Chief Investment Officer
Mark Caplinger, CFA
Chief Operating Officer
Logan Finerty, CFP, CFA
Director of Private Wealth
Kenneth H. Crawford
Senior Portfolio Manager
Scott Harrison, CFA
Portfolio Manager
Kirk McDonald, CFA
Portfolio Manager & Senior Research Analyst
Denise Pearman
Director of Institutional Sales
Peter Montelbano, CFA
Research Analyst
Ying Ko, CFA
Senior Research Analyst
Joe Schulz, CFA
Research Analyst
Eddie Vigil, CFP, AAMS
Portfolio Manager
Peter Roy, CFA
Portfolio Manager, Small Cap Strategy
Ward Brown
Research Analyst & Trader
Ithiel Turrado
Research Analyst
Laurie Hayek
Chief Compliance Officer
Jayme Herbstreit
Senior Operations Specialist
Jenna Bias
Operations Specialist
Jenny Noga
Accounting Manager
Mary Ann Paubel
Business Administrator
Deb Brandenberg
Executive Assistant
Angela Flores
Executive Assistant
Ashleigh Stear
Administrative Assistant
Meghan James
Director of Client Service & Director of Institutional Wealth
Molly Ortwerth
Senior Client Service Specialist
Molly Keuss
Client Account Administrator
Krystal Proctor
Client Service Specialist
Stephanie Dirscherl, JD, MBA
Director of Marketing
Trenton Paluczak
Business Development Analyst