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Wells Fargo Clearing Services
Raymond James
Schwab Institutional
TD Ameritrade Institutional
Morningstar Client Vault
Summit, NJ
129 Summit Avenue
Summit, NJ 07901
908.598.0909
Michael A. Ciccone, CFP
®
Financial Advisor, Vice President
Marc L. Davis, CFA
Equity Analyst, Director
John W. Feaster
Portfolio Manager, Managing Director
Ben C. Halliburton, CFA
Chief Investment Officer, Active Management, Managing Director
Michael C. Provine, JD, LLM
Financial Advisor, Managing Director
Alan J. Reef
Portfolio Manager, Managing Director
Diane L. Sobin, CFA
Portfolio Manager, Managing Director
Chris J. Trompeter, CFA
Portfolio Manager, Managing Director
Chip J. Wieczorek JR., CFP
®
Financial Advisor, Director