Sales Team

The Sales Team is responsible for working with clients and prospects in developing new business and handling the ongoing management of client relationships.

Rick Milton

Rick Milton, CFA

Managing Director

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John Gorman

Managing Director

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Craig Rockey

Managing Director

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Alex Urbani, CFA

President

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Asset Allocation

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Asset Allocation

Sales Team

Rick Milton, CFA

Managing Director

John Gorman

Managing Director

Craig Rockey

Managing Director

Alex Urbani, CFA

President