Meet Our Team of Wealth Advisors
Maris A. Ogg, CFA
President
President
James M. Meyer, CFA
Principal & CIO
Principal & CIO
Raymond F. Reed, CFA
Principal
Principal
Robert T. Whalen
Principal
Principal
Nicholas R. Filippo
VP, Sales & Marketing
VP, Sales & Marketing
Jeffrey Kachel
CFO, Principal & CTO
CFO, Principal & CTO
James T. Vogt
Senior Portfolio Manager
Senior Portfolio Manager
Chad M. Imgrund
Sr. Research Analyst
Sr. Research Analyst
Christopher E. Gildea
Sr. Portfolio Mgr.
Sr. Portfolio Mgr.
Daniel P. Rodan
Sr. Portfolio Mgr.
Sr. Portfolio Mgr.
Paul M. Mecray, III
Managing Director
Managing Director