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RIA, Bank Trust & Family Office



Peter Tuffs

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

Josh Gilbert


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

Mac Peeler

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


Bret Solnoki

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


Darren White

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




20261002-5986022