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RIA, Bank Trust & Family Office



Peter Tuffs

Peter Tufts, Jr. CIMA®
Head of National Accounts, RIA, Bank Trust & Family Office



Darren White

Darren White
Senior Regional Director
RIA, Bank Trust & Family Office - West
RIAs above $300M in AUM


Paul LeBlanc

Paul LeBlanc
Senior Regional Director
RIA, Bank Trust & Family Office - East
RIAs above $300M in AUM


Bret Solnoki

Bret Solnoki, CIMA®
Senior Regional Director
RIA, Bank Trust & Family Office - Midwest
RIAs above $300M in AUM


Nate Haynes

Nate Haynes
Regional Director
RIA, Bank Trust & Family Office - West
RIAs up to $300M in AUM


Chris Felchlin

Chris Felchlin, CFA
Sr. National Accounts Manager


Tony Kresic

Toni Kresic
National Accounts Manager




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