Manhattan Office

Knackendoffel Team

Mark Knackendoffel, J.D.

President and CEO

Donna Rose

Executive Assistant and Account Administrator

Schotte/Carver/Culwell Team

Preston Schotte

Vice President, Trust Officer & Wealth Advisor

Shelley Carver

Trust Officer & Wealth Advisor

Heather Culwell

Associate Trust Officer & Wealth Advisor and Paraplanner

Anne Bridgewater

Account Administrator

Angel Hernandez Rios

Account Administrator

Wiley/Bachamp/Dixon/Hunter Team

Doug Wiley, CFP®

Vice President, Trust Officer and Wealth Advisor

Cole Bachamp

Assistant Vice President, Trust Officer & Wealth Advisor

Emily Dixon

Trust Officer & Wealth Advisor

Chris Hunter

Associate Trust Officer & Wealth Advisor

Stacy Smith

Account Administrator

Connie Kipp

Account Administrator

Seay/Terrill/Modesitt Team

Katie Seay, CFP®, CTFA

Vice President, Trust Officer and Wealth Advisor - Director of Financial Planning

Kale Terrill

Associate Trust Officer & Wealth Advisor

Lee Modesitt

Associate Trust Officer & Wealth Advisor

Amanda Riniker

Account Administrator

Tanna Thompson

Account Administrator

Estate Settlement

Jenny Brittan

Estate Settlement Officer

Financial Planning

Katie Seay, CFP®, CTFA

Vice President, Trust Officer and Wealth Advisor - Director of Financial Planning

Mackenzie Blakeslee, MS, CFP®

Associate Trust Officer & Wealth Advisor - Associate Director of Financial Planning

Tennille Lester, CFP®

Associate Trust Officer and Wealth Advisor & Financial Planner

Garrett Jackson

Financial Planner

Samantha Varacalli

Financial Planner

Heather Culwell

Associate Trust Officer & Wealth Advisor and Paraplanner

Investment Management

Toby Marks

Vice President, Chief Investments Officer

Eli Sallman, MBA, CFP®, CIMA®

Vice President & Investment Officer - Portfolio Manager

Grant Kohlmeier

Associate Trading Analyst

Retirement Plans

Todd Chyba, MBA

Vice President, Trust & Compliance Officer - Retirement Plan Specialist

Jason Yoxall

Trust Officer & Wealth Advisor

Operations

Michelle Duggan

Vice President & Trust Operations Manager

Tammy Wainwright

Operations Administrator

Lauren Goralczyk

Operations Administrator

Jacqueline (Jaky) Krell

Operations Administrator

Corporate Administration

Anne Lewis-Smith

Senior Vice President & Chief Operating Officer

Alison Champlin

Corporate Administrator

Business Development & Marketing

Tracy Robinson

Vice President and Director of Client Development

Ellen Knackendoffel

Business Development Officer

Reception

Alana Hernandez

Receptionist

Arika Ryan

Receptionist