Our leaders

Our senior leadership team brings deep expertise and a shared commitment to helping clients achieve peace of mind for generations. Together, they set the standards for how we serve our clients, grow our firm, and support our people.

George D. Phipps
Chairman of the Board
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Stuart S. Janney, III
Chairman Emeritus
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Our management committee

Patrick S. Boyle
Patrick S. Boyle
Region Head
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Yvette M. Garcia
Yvette M. Garcia
General Counsel
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Max Gelfer's Headshoot
Max Gelfer
Chief Technology Officer
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John Hall
John B. Hall
Chief Operating Officer
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Allison D. Heilborn
Allison D. Heilborn
Chief Financial Officer
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Photo of Rita Kane
Rita C. Kane
Chief Human Resources Officer
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James Kronenberg
James L. Kronenberg
Chief Fiduciary Counsel
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Deborah B. Lo Cascio
Deborah B. Lo Cascio
Head of Corporate Strategy and Communications
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Holly_H_MacDonald_Headshot
Holly H. MacDonald
Chief Executive Officer
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Headshot photo Michael Marquez
Michael A. Marquez
President
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Timothy McBride
Timothy S. McBride
Region Head
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Jeff-Mills
Jeffrey Mills
Chief Investment Officer
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Arturo Pedroso
Arturo G. Pedroso
Region Head
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Headshot of Brian Schlusselberg
Brian S. Schlusselberg
Region Head
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Michael-D-Selfridge
Michael D. Selfridge
Head of Client and Family Office Solutions
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Headshot photo of Benjamin Sloan
Benjamin Sloan
Region Head
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