T O L E A R N M O R E P L E A S E C O N T A C T P E T E R G R E E N O R
A C I T Y N A T I O N A L R O C H D A L E S E N I O R I N V E S T M E N T C O N S U L T A N T
West Coast
Jonathan Taylor, CFA
Southern CA
(310) 888-6446
Jonathan.Taylor@CNR.com
Ed Pope
AK, Northern CA, Northern NV, HI
(415) 710-2581
Ed.Pope@CNR.com
Cameron Killeen, CFA
San Diego; Southern NV; AZ, NM
(310) 888-6455
Cameron.Killeen@CNR.com
Joe Jrai ny, CFA
Pacific NW: WA, OR
(781) 856-8904
Joe.Jrai ny@CNR.com
Midwest
J. Sean Withrow, CFA, AIF
®
, CPWA
®
CO, KS, UT, ID, WY, MT
(303) 503-9248
Sean.Withrow@CNR.com
Texas
Ryan Woolhiser, CFA, CAIA , CPWA
®
OK, Northern TX
(469) 900-5768
Ryan.Woolhiser@CNR.com
Ma hew Larson
Southern TX
(281) 804-7917
Ma hew.Larson@CNR.com
Great Lakes
Julz Schwingler, CFA, CFP
®
, CPWA
®
IA, MN, MO, ND, NE, SD, WI
(612) 940-9185
Julz.Schwingler@CNR.com
Jonathan Doyle, CFA, CIMA
®
, CPWA
®
IL, IN, MI, OH
(917) 209-2813
Jonathan.Doyle@CNR.com
South
Michael O. Adair, CFA, AIF
®
,CPWA
®
AL, AR, GA, LA, MS, TN
(256) 499-6453
Michael.Adair@CNR.com
Florida
Sco Pollaci, CFA, AIF
®
, CFP
®
, CPWA
®
East FL, Puerto Rico
(407) 562-2734
Sco .Pollaci@CNR.com
Jared McDaniel, CFA, CPA, CFP
®
, CMT,
AIF
®
, CPWA
®
West Coast FL
(727) 244-8641
Jared.McDaniel@CNR.com
East Coast
Kashif S. Ahmad, CFA, CPWA
®
CT, MA, ME, NH, RI, VT
(917) 749-1386
Kashif.Ahmad@CNR.com
Michael Nelson, CFA
NY
(212) 702-3541
Michael.Nelson@CNR.com
Ben Ludwig, CFA, CAIA
DE, NJ, PA, DC, MD, WV
(917) 565-0319
Ben.Ludwig@CNR.com
David Li le, CFP
®
, CPWA
®
DE, NJ, PA
(610) 489-2780
David.Li le@CNR.com
Leks Gerlak, CFA, CFP
®
Northern VA; DC, KY, MD, WV
(443) 465-5009
Leks.Gerlak@CNR.com
Carson Parker
VA, NC, SC
(443) 465-5009
Carson.Parker1@CNR.com
Vern Montross, CFA, CPWA
®
Managing Director,
Western Division
Southern TX
(281) 748-6734
Vern.Montross@CNR.com
Peter Green, CFP
®
, CIMA
®
, CPWA
®
Sr. Managing Director,
Na onal Head of Sales & Business
Development
(212) 702-3564
Peter.Green@CNR.com
Kevin McIntosh, CPWA
®
Managing Director,
Na onal Accounts
(303) 386-6157
Kevin.McIntosh@CNR.com
Ted Cox, CFA, CFP
®
,CPWA
®
Managing Director,
Eastern Division
VA, NC, SC, KY
(804) 282-3022
Ted.Cox@CNR.com
Gerry Gaeta, JD, MSFS, CEPA
Managing Director,
Senior Wealth Strategist
(213) 321-6897
Vern.Montross@CNR.com
