Our Team

Our Team of Investment Advisors

We know that wealth with purpose takes something more than experience to manage. It takes being an exceptional listener. We want to know about your passions, interests, and goals. It takes people who love exploration and possess a willingness to learn, share, and work until they inspire a smart, goals-based strategy to achieve a vision. Your vision. Learn more about our Seattle and Philadelphia based investment advisors and wealth managers.

Learn more about our Seattle and Philadelphia based investment advisors and wealth managers.

 

Ed Lazar

President

Kristen Bauer

Senior Managing Director

Dan Geary

Managing Director

Ron Albahary

Chief Investment Officer

Teresa Wells

Managing Director of Investment Strategy

Kristen Chryssikos

Director, Investment Management Wealth Advisory

Stephanie Cohn Rupp

Managing Director, Impact Investing

Mark deVries

Director of Manager Research

Kate Donnelly

Wealth Advisor and Director of Community Square

Candace Duecker

Director, Wealth Advisory

Amanda Flynn

Wealth Advisor, Director of Client Experience and Family Office Services

Kathy Freed

Director, Wealth Advisory

Jacob Gray

Managing Director, Impact Investing

Brad Harrison

Impact Investing Strategist

Alex Hokanson

Director of Asset Allocation Strategies

Benjamin Kalman

Senior Investment Analyst

Lauren Long

Director, Wealth Advisory

Nick Momyer

Director of Investment Management

Chris Rasmussen

Director, Investment Management