Broker Check

Our Team

Portfolio Services

John Pettit, Jr.

John Pettit, Jr.

Director of Portfolio Services

410-821-9200

410-821-5040

Client Services

Jodi Greenlund

Jodi Greenlund

Senior Client Service Liaison

410-821-9200

410-821-5040

Suzanna Vovak

Suzanna Vovak

Director of Client Communications

410-821-9200

410-821-5040

Carol Rider

Carol Rider

Administrative Assistant

410-821-9200

410-821-5040

Lisa Boucher

Lisa Boucher

Administrative Assistant

(410)821-9200

(410)821-5040

Office & Operations Management