
Thomas M. Lewry
Principal

Pamela Diamantis
Principal

Libby Pomfret, CFA
®
Portfolio Manager

Melvin J. Severance III, CFP
®
Principal

Sarah Q. “Kim” Yoshida, CFA
®
Portfolio Manager (Retired)

Karen Varney
Associate

Joyce Dawe
Associate

Robert W. Main, Jr.
Account Executive

Elissa J. Parker
Associate

Katie Vozzella
Associate