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Our People

Service

Dawn Avallone 3562

Dawn M. Avallone, JD

Senior Vice President
Trust Officer

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Chris Bromley 3628

Christopher Bromley, CFP®, CRPC®

Associate Relationship Manager

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Lauren Cecala 3516

Lauren Cecala

Vice President
Trust Officer

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Chris Cvitan V2

Christopher Cvitan, CFP®

Assistant Vice President
Relationship Manager

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Caitlin Degroat 3544

Caitlin DeGroat, FPQP™

Vice President
Relationship Manager

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Michael Dibrino V2

Michael DiBrino

Tax Analyst

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Christina Duffy V2

Christina Duffy, CTFA, AEP®

Senior Vice President
Relationship Manager

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Cynthia Fusillo V2

Cynthia Fusillo, CPA, ChSNC®, MBA

Senior Vice President
Tax Planning Manager

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Patricia Hall 4056

Patricia A. Hall, CFP®

Managing Director
Wealth Strategist

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Michael Holt 4105

Michael A. Holt, CFP®

Managing Director
Wealth Strategist

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Tripp Jarden V4

Tripp Jarden, CFP®

Assistant Vice President
Relationship Manager

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Timothy Kazachkov, CFP®

Assistant Vice President
Relationship Manager

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Charlotte Lan 3614

Charlotte Lan, CPA

Assistant Vice President
Senior Tax Planner

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Yoshley Mejia

Tax Analyst

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Patrick O'Hare, CFP®

Associate Relationship Manager

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Antonia Pancel Cipric 1

Antonia Pancel-Cipric, JD

Chief Fiduciary Officer

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Melissa Raimundo

Melissa Raimundo, CFP®

Senior Vice President
Relationship Manager

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Zoie Silver 3550

Zoie Silver, CFP®

Managing Director
Chief of Staff

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Evan Smith, CFP®

Associate Relationship Manager

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