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

Josh Gilbert, CFP®, CIMA®
Senior Regional Director
RIA, Bank Trust & Family Office - Northeast RIAs

Mac Peeler, CFA®
Regional Director
RIA, Bank Trust & Family Office - Southeast RIAs

Bret Solnoki, CIMA®
Senior Regional Director
RIA, Bank Trust & Family Office - Midwest RIAs

Darren White
Senior Regional Director
RIA, Bank Trust & Family Office - West RIAs
20261002-5986022