"Back Stage" Team Members
- Jackie DiNuzzo
Compliance Officer
- Lisa Faulkner
Senior Client Service Specialist
- Phyllis Nutz
Client Service Specialist
- Joseph P. Caulfield
Portfolio Management Auditor
- Terri Tepsic
Executive Assistant to P.J. DiNuzzo
- Cliff Smith
Director of IT
- Keri Ronacher
Portfolio Reporting Manager
- Ken Aikens
Client Service Specialist
- Renée Foody
Adminstrative Assistant
- Marjorie Patterson
Client Service Specialist
- Denise Lyons
Bookkeeping Assistant - Brooke McMaster
Client Service Specialist - Nick DiNuzzo
Marketing Manager