Your Team

Private Wealth Managers / Portfolio Managers / Advisors

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Jennifer Black

BSED, FMA, CFP, CIM, FEA

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Doug Beck

BA, CFP, CIM, FCSI

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Janet Baccarani

CFP, CPA, CA, MBA, CEA

Jonathan

Jonathan Mullett, BA

Director of Risk Management

Team Members

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Cherryl Twiss

Family Wealth Administrator

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Catherine de Almeida

Client Service Specialist

MICHELLE-HOUGHTON

Michelle Houghton

Client Relationship Manager