Mr. Felty joined the firm in November 2012.
Prior to joining the firm, Robert worked for over 30 years at a major bank, serving as a trust and private banking client relationship manager.
Ours is a people business, focused on client service that produces, protects and preserves wealth. We preserve and grow wealth, making sure that capital is there for the next generation.
Mr. Helfrich joined the firm in May 2010. He graduated magna cum laude from Harvard University with an A.B. in Economics and is a CFA charterholder.