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

Rose Caltabiano

Rose Caltabiano

Client Service Liaison

410-821-9200

410-821-5040

Lisa Till

Lisa Till

Administrative Assistant

(410)821-9200

(410)821-5040

Office & Operations Management

Jeanne Maffei

Jeanne Maffei

Operations Manager

410-821-9200

410-821-5040

Mark K. Traub, AAMS

Mark K. Traub, AAMS

Chief Operations Officer

410-821-9200

410-821-5040

Estate Coordination

Ryan Leeb

Ryan Leeb

Estate Plan Coordinator

(410)821-9200

(410)821-5040