Our Team

Roger Steed has more than 30 years of investment experience in the institutional and personal wealth management business. His career has allowed him to work with clients across the United States and Europe. This experience and the...

Melodie Cannella has been in the financial industry for over 15 years focusing on client relations and service. She started her career working day-to-day in a large brokerage firm and decided that was the path she wanted to take. Her...