Peter Tufts, Jr. CIMA®
Head of National Accounts, RIA, Bank Trust & Family Office
Darren White
Senior Regional Director
RIA, Bank Trust & Family Office - West
RIAs above $300M in AUM
Josh Gilbert, CFP®, CIMA®
Senior Regional Director
RIA, Bank Trust & Family Office - East
RIAs above $300M in AUM
Bret Solnoki, CIMA®
Senior Regional Director
RIA, Bank Trust & Family Office - Midwest
RIAs above $300M in AUM
Nate Haynes
Regional Director
RIA, Bank Trust & Family Office - West
RIAs up to $300M in AUM
Paul LeBlanc
Regional Director
RIA, Bank Trust & Family Office - East
RIAs up to $300M in AUM
20240123-3343105