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Important Updates

Summit, NJ

129 Summit Avenue
Summit, NJ 07901

Sharon C. Buccafusco

Client Service & Compliance Associate, Vice President

Michael A. Ciccone, CFP^®

Financial Advisor, Vice President

Anna H. Cohen

Client Service & Operations Associate, Assistant Vice President

Jessica M. Corazza

Client Service Associate, Assistant Vice President

Marc L. Davis, CFA

Equity Analyst, Director

Steve Ely

Senior Portfolio Consultant

John W. Feaster

Portfolio Manager, Managing Director

Frani M. Feit, CFP^®

Financial Advisor, Managing Director

Ben C. Halliburton, CFA

Chief Investment Officer, Active Management, Managing Director

Pat J. Kearney

Operations & Administrative Associate

Mary K. Kelly

Institutional Operations Associate

David R. Martin

Operations Systems Manager, Vice President

Michael C. Provine, JD, LLM

Financial Advisor, Managing Director

Alan J. Reef

Portfolio Manager, Managing Director

Rachel M. Rivell

Client Service Associate

Diane L. Sobin, CFA

Portfolio Manager, Managing Director

Chris J. Trompeter, CFA

Portfolio Manager, Managing Director

Denis M. Turko

Senior Portfolio Consultant

Jeff P. Welch

Senior Trading Specialist, Vice President

Chip J. Wieczorek .JR, CFP^®

Financial Advisor, Director