Team Directory

 
  • James F. Barsella

    James F. Barsella

    Managing Director
    Senior Institutional Consultant

  • Douglas M. Krapf, AIF®

    Douglas M. Krapf, AIF®

    Managing Director
    Senior Institutional Consultant

  • Matthew A. Shannon, CIMA®

    Matthew A. Shannon, CIMA®

    Managing Director
    Senior Institutional Consultant

  • John C. Shannon

    John C. Shannon

    Co-Founder
    Managing Director

  • Stephen J. Hasbrouck

    Stephen J. Hasbrouck

    Co-Founder
    Managing Director

  • Sharon Whitacre, CFP®, CIMA®

    Sharon Whitacre, CFP®, CIMA®

    Senior Institutional Consultant
    Assistant Vice President
    Financial Consultant

  • David V. Wohlabaugh, CFS®

    David V. Wohlabaugh, CFS®

    Senior Institutional Consultant
    Financial Consultant

  • Alexander J. Shannon

    Alexander J. Shannon

    Financial Advisor