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OUR TEAM

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William O. Hall, III, CFA, CPA, CFP

President & CEO

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John P.M. Higgins

Co-Chairman and Chief Investment Officer

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Megan Fitton, CPA, CFP®

Trust Officer & Portfolio Manager

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Jonathan L. Cottrell

Trust Officer & Senior Portfolio Manager

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Tyler Campbell

Research Analyst

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JoEllen Clark

Client Service Specialist

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Julie Webster

Director, Operations

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Karen Mangino

Office Administrator | Assistant Portfolio Manager

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Sarah Chalmers

Client Service Associate

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Kathleen Thompson, PMP

Chief Financial Officer

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STEVEN F. WOLKEN

Chief Compliance Officer

BOARD OF DIRECTORS

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John P.M. Higgins

Co-Chairman and Chief Investment Officer

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DAVID C. FULTON, JR., CFA

Co-Chairman

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William O. Hall, III, CFA, CPA, CFP

President & CEO

C Tippit – B&W

Carl J. Tippit, CFA

Senior Managing Director

G Althans – B&W

Gregory P. Althans, CPA/PFS, CFP®

Senior Managing Director

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Albert J. Bartosic, CPA

Outside Director

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Thomas J. Clarke, Jr.

Outside Director