Skip to Main Navigation Skip to Main Content

Private Client Group

Leadership, Wealth Advisors & Wealth Planners

Gerry Ulland

Gerald J. Ulland, FSA

Managing Director, Private Client Group

Meet Gerald Ulland
Adam Morton

Adam D. Morton, CFP®

Wealth Advisor

Meet Adam Morton
Kate Brown

Kate C. Brown, CFP®

Vice President, Senior Wealth Planner

Meet Kate Brown
Josh Sillies

Joshua M. Sillies, CFP®

Wealth Planner

Meet Joshua Sillies

Portfolio Managers

Matthew Bell

Matthew A. Bell, CFA, CAIA

Assistant Vice President, Portfolio Manager

Meet Matthew Bell
Bill Creviston

William G. Creviston, JD

Vice President, Senior Portfolio Manager

Meet William Creviston
Tom Finn

Thomas L. Finn, CFA

Vice President, Senior Portfolio Manager

Meet Thomas Finn
Timothy Hogan

Timothy S. Hogan, CAIA

Investment Manager

Meet Timothy Hogan
Jeremy Moore

Jeremy R. Moore

Vice President, Senior Portfolio Manager

Meet Jeremy Moore
Charlie Ulbricht

Charles A. Ulbricht, CFA

Vice President, Senior Portfolio Manager

Meet Charles Ulbricht

Client Service

Rebecca Brinkmiller

Rebecca L. Brinkmiller, CFP®

Relationship Manager

Meet Rebecca Brinkmiller
Stefanie Burkert

Stefanie Burkert

Relationship Manager

Meet Stefanie Burkert
Amy Hoffman

Amy L. Hoffman

Relationship Manager

Meet Amy Hoffman
Jeanne Lawhon

Jeanne A. Lawhon

Private Client Group Coordinator

Meet Jeanne Lawhon