Our People (aka - our secret sauce) are at the heart of our business. Clients choose us not because of our shiny website or a snazzy marketing campaign, but out of trust.

Adrienne Thorson

Chairwoman & CEO

Elle Goetzke

Chief Operating Officer

John Major

Vice President
Gov't & Institutional Funds

Matthew P. King

Director, Business Development

Ralph DeNisco

Director, Business Development

James Zussman

Senior Vice President,
Financial Institutions

Kyle Tamblingson

Director, Business Development

Cole Tecza

Director, Financial Institutions

Jessie Bader

Vice President, Client Services

Andrea Schwartzmiller

Director, Client Services - Public Clients