About Us

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Meet Our Team

Ronald Emrick

Managing Director - Investments
Senior PIM Portfolio Manager

Robert Stephens

Managing Director - Investments
Senior PIM Portfolio Manager

Jessie Woodward

Vice President - Investments

David Mehram

Senior Vice President - Investments
Branch Manager

Kourtney Doherty

Client Associate

Taylor Large

Client Associate

Why Invest With Us

Why Invest With Us

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Why Invest With Us