Wealth Management:
The Team  

Strategic. Experienced. Wise. Partners. Comprehensive. These are only five of many words that our clients use to describe our wealth management team. We exist to serve families as they make their way from generation to generation. We advise families as they plan for life's transitions. Meet the Rest of the Team

William M. Giffin
William M. Giffin
Chief Executive Officer
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Bill's
Profile
Gregory W. Osko
Gregory W. Osko
Chairman
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Greg's
Profile
J. Reed Murphy
J. Reed Murphy
President
Chief Investment Officer
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Reed's
Profile
Gregory S. Aagaard
Gregory S. Aagaard
Market Development Officer
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Greg's
Profile
Jerome M. Avner
Jerome M. Avner
Wealth Advisor
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Jerry's
Profile
John "Jack" Barry
John "Jack" Barry
Investment Analyst
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Jack's
Profile
Nancy T. Bell
Nancy T. Bell
Wealth Advisor
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Nancy's
Profile
Paula Brennan
Paula Brennan
Marketing & Special Events
Office Manager
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Paula's
Profile
Thomas B. Egan
Thomas B. Egan
Senior Portfolio Manager
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Tom's
Profile
Jenni Engstrom
Jenni Engstrom
Client Services
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Jenni's
Profile
Shaniqua Jefferson
Shaniqua Jefferson
Client Services
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Shaniqua's
Profile
Terence L. Kothe
Terence L. Kothe
Principal
Wealth Advisor
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Terry's
Profile
Frederick W. Lundin
Frederick W. Lundin
Wealth Management Account Executive
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Fred's
Profile
Kathryn E. McGough
Kathryn E. McGough
Wealth Management Senior Account Executive
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Kathryn's
Profile
Daniel P. O’Brien
Daniel P. O’Brien
Wealth Advisor
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Dan's
Profile
Kimberly O’Brien
Kimberly O’Brien
Wealth Management Account Executive
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Kim's
Profile
Abrar Sait
Abrar Sait
Wealth Advisor
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Abrar's
Profile
Jill L. Ward
Jill L. Ward
Partner
Wealth Advisor
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Jill's
Profile