Meet Our Team
James G. Gould, CPA
President and CEO
Principal & Chief Growth Officer
Vice President of Administration
Principal
Vice President of Operations & Compliance
Chief Investment Officer
Senior Client Service Specialist
Client Service & Operations Associate
Client Service Specialist
Client Advisor
Performance Analyst
Marketing Associate
Senior Performance Analyst
Portfolio Management Associate
Portfolio Manager
Portfolio Manager & Staff Economist
Senior Portfolio Manager
Office Coordinator
Manager of Performance Analytics
Senior Client Advisor
Business Development Specialist
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