Investment Management Partners
Simon P. Werle
Vice President, Wealth & Investment Team Leader
Agnes Marountas
KPB Institutional Services Relationship Manager
Assistant Vice President
Meredith A. Wearsch, Esq.
Vice President & Personal Trust Administrator
Myra Vitto
Vice President, Institutional Asset Management
Daniel F. Aulizia II
Vice President, Investment Officer
Institutional Investment Consulting Partner
Finance and Investment Committee
Kelan Bilal
Owner/Operator, Excalibur Barber Grooming Lounge
Sam Fries, CPA
Manager, Schroedel, Scullin & Bestic
Ned Gold
Attorney, The Gold Law Firm
Emily Fumerola
Paraplanner, CooksonPeirce
Jeffrey Heintz
Attorney, Manchester, Newman & Bennett
Matthew Morgan
Vice President/Investments, Stifel Nicolaus
David Potter
Retired, Huntington National Bank Trust
Ted Stazak, CFP, AAMS
Financial Advisor, Edward Jones