Client Service Officers
Robert J. Sweeney, CPA, CFP, CTFA Executive Vice President and Senior Relationship Officer
Leslie Kiefer Amann, JD Senior Vice President and Lead Fiduciary Officer
William R. Berger, CFA, CPA Senior Vice President and Senior Relationship Officer
Anthony J. DeToto Senior Vice President and Senior Relationship Officer
Patricia L. Parkman, CTFA Assistant Vice President and Client Relationship Officer
Eric Atwood, CTFA, CFP Trust Officer