About
With more than eight years of experience across marketing and operations, along with five years in management, Zoe serves as a Senior Associate on our Client Accounting team. In her role, she partners closely with our Client Advisory team to deliver accurate, efficient, and detail-oriented support for client accounting needs. She takes pride in providing exceptional client service, building lasting relationships, and contributing to strong outcomes for both clients and colleagues.
Education
Bryant & Stratton College
A.A.S. in Business Management
T.J. Gliha
President & CEO
Lauren MacLaren
Senior Vice President, Family Wealth
Pete Franz
Chief Investment Officer
Anthony Gargano
Senior Vice President, Operations
David Olson
Senior Vice President, Wealth Management
Matt Burnham
Senior Vice President, Wealth Management
Michael Baker
Vice President, Wealth Management
Kevin McPeek
Vice President, Family Wealth
Dan Romic
Director, Wealth Management
Doug Ambrose
Director, Wealth Management
Bryan Costin
Vice President, Wealth Management
Amy White
Vice President, Client Service
Emily Weber
Manager, Client Service
Jim Myers
Director, Wealth Management
Jack LaLiberte
Director, Investments
Amber Moran
Senior Manager, Client Accounting
Nick Paterniti
Manager, Wealth Management
Jill Warfel
Manager, Client Service
Karen Ksiezyk
Senior Associate, Client Accounting
Barb Spehar
Senior Associate, Client Service
Charlie Hruby
Associate, Wealth Management
Mitchell Knotek
Associate, Wealth Management
David O'Donnell
Associate, Operations