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About Us
Our Team
Contact Us
Career Opportunities
Investments
Asset Management
Advisory Programs
Financial Planning
Asset Allocation
Research
Insurance Services
Chapin Davis Foundation
OSF Legacy of Hope
Our Team
Talbot Jones Albert, IV
Chairman of the Board
Baltimore, MD Office
Sammy Barsa
Investment Advisor Representative
Vice President – Investments
Mendham Township, NJ
John Richard Boo
Senior Portfolio Manager,
JRB Capital Portfolio 1
— Investment Advisor Representative
Baltimore, MD Office
Richard Briggs
CCO
Baltimore, MD Office
Thomas A. Brubaker
Board of Directors
Senior Vice President, Investments
Peoria, IL Office
Mary Braun
Vice President, Investments
Baltimore, MD Office
Rick Coale
Investment Advisor Representative
Baltimore, MD
Craig Diamond
Senior Vice President
— Investment Advisor Representative
Baltimore, MD Office
Alex Frisch
Senior Vice President
— Investment Advisor Representative
Baltimore, MD Office
Michael A. Galantino
President Capital Markets
Bala Cynwyd, PA.
Jeffrey Goldman
Vice President
— Investment Advisor Representative
Baltimore, MD Office
Stephanie Elliott
President & CEO
Baltimore, MD Office
David A. Gray
Senior Vice President
— Investment Advisor Representative
Peoria, Illinois Office
George Grewe
Vice President
— Investment Advisor Representative
Baltimore, MD Office
Jim Halle
Vice President, Investments
Baltimore, MD Office
Elisabeth Albert Hayes
Board of Directors
Senior Vice President
— Investment Advisor Representative
Baltimore, MD Office
Dori Higdon
Operations Professional
Peoria, IL Office
Steve Kurzweil
Vice President
— Investment Advisor Representative
Baltimore, MD Office
Floyd Lankford, III
Investment Advisor Representative
Baltimore, MD Office
Keith Murray, CFP®
Board of Directors
Certified Financial Planner™
SVP—Investment Advisor Representative
Baltimore, MD Office
Victor Norris
Vice President, Investments
Baltimore, MD Office
John Oliver
Registered Sales Assistant
— Investment Advisor Representative
Baltimore, MD Office
William J. Pearce
Sr. Vice President
Philadelphia, PA Office
Michele Pasquale
Vice President, Investments
Juniper, FL Office
Jorge Pelaez
Sr. Vice President — Investment Banking
Philadelphia, PA Office
Carol Scicchitano
Branch Manager, Principal
Bala Cynwyd, PA.
Kyle Simmons
Sr. Staff Controller
Baltimore Office
Luke Smith
Equity Trader
Registered Options Principal
Baltimore, MD Office
Jay Smith
Vice President
— Investment Advisor Representative
Baltimore, MD Office
Mark Swensen
Vice President
— Investment Advisor Representative
Baltimore, MD Office
Thomas Thibeault, Sr.
Board of Directors
Vice President
— Investment Advisor Representative
Baltimore, MD Office
Stephanie Truant
Chief Administrative Officer
Chapin Davis Insurance
Baltimore, MD Office
Janet Wiand
Senior Administrative Assistant
Baltimore, MD Office