Ron Kiddoo
Ron manages portfolios for individuals, corporations, retirement plans (including individual retirement accounts), and foundations. He also assists clients with tax and financial planning. Ron is the portfolio manager for our Large Cap Core investment strategy and leads our Investment Committee, the group responsible for determining our overall investment strategy. A certified public accountant, before joining […]
Mary McGrath
Mary McGrath is a CERTIFIED FINANCIAL PLANNER® practitioner and CPA/PFS, and has provided our clients sound financial advice for more than four decades. Her primary focus is retirement and estate planning for high net worth individuals, including professionals, physicians, retirees, widows and divorcees. Through consistent effort and outstanding service, Mary has built a solid base […]
