Banking

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Susan H. Mallory
Susan H. Mallory
National Practice Executive, Banking
 
 
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Business Owner Services

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Kevin M. Harris
Kevin M. Harris
Managing Director of the Family Business Group
 
 
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Economy

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Carl R. Tannenbaum
Carl R. Tannenbaum
Executive Vice President and Chief Economist
 
 
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Financial Planning

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Warren Arnold
Warren Arnold
Manager, National Wealth Advisor Group
 
 
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Garrett Buchanan
Garrett Buchanan
Wealth Advisor
 
 
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Sue Smith
Sue Smith
Wealth Advisor
 
 
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Frank C. Bond
Frank C. Bond
Wealth Advisor
 
 
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Nancy L. Nauheimer
Nancy L. Nauheimer
Wealth Advisor
 
 
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Investment Management

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Bob Browne, CFA
Bob Browne, CFA
Chief Investment Officer
 
 
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Jim McDonald
Jim McDonald
Chief Investment Strategist
 
 
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Katie Nixon, CFA, CIMA, CPWA
Katie Nixon, CFA, CIMA, CPWA
Chief Investment Officer, Wealth Management
 
 
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Peter Mladina
Peter Mladina
Director of Portfolio Research, Wealth Management
 
 
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Philanthropy

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Marguerite H. Griffin
Marguerite H. Griffin
Director, Philanthropic Advisory Services
 
 
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Wealth Transfer and Tax Strategy

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Suzanne L. Shier
Suzanne L. Shier
Wealth Planning Practice Executive & Chief Tax Strategist/Tax Counsel
 
 
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Ray Odom, CFP
Ray Odom, CFP
Director of Wealth Transfer Services
 
 
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Trust & Estate Services

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R. Hugh Magill
R. Hugh Magill
Chief Fiduciary Officer
 
 
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Christopher Perry
Christopher Perry
Senior Fiduciary Officer, Boston
 
 
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Stacy Singer
Stacy Singer
Advisory Practice Executive, Central Region
 
 
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Family Education and Governance

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Claudia B. Sangster
Claudia B. Sangster
Senior Vice President
Director, Family Education and Governance
 
 
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