Clinet Advisors
Dawn Paniz
President & Client Advisor
Scott Chan
Manager Retail Sales, Client Advisor
Melanie Smith
Client Advisor
Devon Edney
Client Advisor, Investment Administrator
Admin Team
Sophie Carter
Investment Administration Manager, Sr. Client Advisor
Daryl Lee
Investment Administrator
Jessica Ventura
Investment Administrator
Sebastian Garnier Lazarin
Investment Administrator
Compliance Team
Martha Kane
Chief Compliance Officer
Jennifer Reade
Senior Compliance Manager
