Client Service & Marketing

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Beatrice Chessman
Receptionist/Executive Assistant.

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Brian Bader*
Senior Vice President / Client Service and Marketing.

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Julie Rodriguez
Executive Assistant/Human Resources Associate.

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Kristen Troy
Senior Associate, Marketing.

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Kurt Polk, CFA*
President.

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Lindsay Chamberlain*
Senior Vice President / Client Service and Marketing.

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Liz Adams
Marketing Associate.

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Rebecca Harris
Marketing Manager.

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Steve Hanson
Vice President / Client Service and Marketing.

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Suzanne Schechter
Senior Vice President / Client Service and Marketing.
* Denotes Partner