People

Meet Our Team of Wealth Advisors

James M. Meyer, CFA®
CEO

Robert T. Whalen
Principal

Nicholas R. Filippo
VP, Sales & Marketing

Jeffrey Kachel
CFO, Principal & CTO

Chad M. Imgrund
Sr. Research Analyst

Christopher E. Gildea
Senior Portfolio Manager, Co-Chief Investment Officer

Daniel P. Rodan
Senior Portfolio Manager

Christopher M. Crooks, CFA®, CFP®
Senior Portfolio Manager, Co-Chief Investment Officer

Michael J. Adams
Senior Portfolio Manager

Shawn M. Gallagher, CFA®
Senior Portfolio Manager