Baltimore

Generations of Experience

With roots from a predecessor trust company, our team has a long history of working as a fiduciary with multi-generational families in the Baltimore area and nationally.

Expertise and experience guide our investment counsel and provide our clients peace of mind that their wealth will be managed purposefully and in alignment with the legacy they wish to leave.

Individuals & Families Foundations & Endowments

Meredith A. Mowen

Baltimore

Managing Director, Portfolio Manager

Hayden Delpi

Baltimore

Portfolio Associate

Husna Doudi

Baltimore

Potfolio Associate

Aimee M. Eudy

Baltimore

Managing Director, Portfolio Manager

Robert J. Fisher

Baltimore

Principal, Municipal Credit Analyst

Dessie Locher, CFA

Baltimore

Managing Director, Portfolio Manager

Michael McAndrew, CFA, CFP®

Baltimore

Portfolio Manager

Rick Marrone

Managing Director, Portfolio Manager

Louisa Murphy

Baltimore

Principal, Business Development Officer

James Munlyn

Baltimore

Senior Portfolio Associate

"We’re very thorough in our review and organization of a client’s total financial picture, providing much more than just investment advice. I take pride in the fact our thoughtful approach puts our clients’ minds at ease."

Mike McAndrew

Principal, Portfolio Manager