Team
OUR TEAM MEMBERS
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Thomas A. Forbes, II
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Managing Director - Investment Officer
Fundamental Choice Portfolio Manager
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Daniel R. Gilham, CRPC®
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Vice President - Investment Officer
PIM Portfolio Manager
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Alexander B. Intriago
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Financial Advisor
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Barbara E. Schroeder
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Assistant Vice President
Senior Registered Client Associate
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Peyton A. Rossignol
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Client Associate