Insights
Location: Portland
June 3, 2025
Klansi Hess
As a Senior Client Service Associate, Klansi aids clients with time sensitive tasks and processes client-directed requests. Klansi makes up part of the client service team and works closely with Wealth Management Associates and Wealth Managers on client relationships. Her primary goal is to ensure the administrative aspects of a client’s comprehensive wealth plan are [...]
June 3, 2025
Margaret Rettinger
As a Senior Client Service Associate, Margaret aids clients with time sensitive tasks and processes client-directed requests. Margaret makes up part of the client service team and works closely with Wealth Management Associates and Wealth Managers on client relationships. Her primary goal is to ensure the administrative aspects of a client’s comprehensive wealth plan are [...]
June 3, 2025
Meredith Stewart
As an Associate Wealth Manager, Meredith is responsible for helping clients identify and achieve their financial goals through an approachable and understandable, comprehensive wealth management plan. She coordinates with the clients’ other trusted advisors (CPAs, attorneys, insurance agents) to make sure families are covered across the board and have confidence in their overall financial life. [...]
June 3, 2025
Joe Telafici
As a Salesforce Solutions Engineer, Joe manages our Salesforce Client Relationship Management system and ensures it effectively supports the evolving needs of our wealth management teams. He collaborates with client service leaders to develop a shared vision for the platform, aligning long-term strategy with day-to-day functionality. Joe is known for translating user feedback—pain points, wish [...]
June 3, 2025
Karmela Babakhani
As a Senior Client Team Operations Manager, Karmela oversees the client experience and works with the team to implement new processes and procedures. Dedicated to providing a remarkable client experience, Karmela understands how hectic our clients’ lives can be and provides worry-free solutions to their stressors. With 28 years of experience in the financial industry, [...]
June 3, 2025
Jennifer Estner
(Pronouns: she/her/hers) As an Associate Portfolio Manager, Jennifer works side-by-side with Portfolio Managers to execute daily trades, monitor current portfolio models, and rebalance accounts. Jennifer enjoys the analytical side of investment management, as well as constructing ESG and sustainable investing portfolios. Jennifer is also part of our Investment Strategy Group (ISG) and collaborates with other [...]
June 3, 2025
Anna Shaw
(Pronouns: she/her/hers) As a Wealth Manager, Anna is responsible for helping clients identify and achieve their financial goals. She works closely with clients to create a comprehensive wealth management plan – customized to fit their unique needs. Anna also coordinates with a client’s other trusted advisors (CPAs, attorneys, insurance agents) to make sure they are [...]
June 3, 2025
Anthony Rue
As an Associate Wealth Manager, Anthony is responsible for helping clients identify and achieve their financial goals through an approachable and understandable, comprehensive wealth management plan. Anthony coordinates with a client’s other trusted advisors (CPA, attorney, insurance agents) to make sure they are covered across all areas of their financial life. Anthony loves learning how [...]
June 3, 2025
Rob Young
As a Wealth Manager, Rob is responsible for helping clients identify and achieve their financial goals. Believing that each person’s needs and priorities are unique, Rob draws on his years of experience in portfolio management and financial planning to help clients understand their options and chart a clear path for the future. Rob also coordinates [...]
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