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Trading Department
Derek Oxford
[
see bio
]
Portfolio Trader
Derek@CPAlliance.com
Tony Corrao
[
see bio
]
Portfolio Trader
Tony@CPAlliance.com
Portfolio Management
Esther A. Barnette
[
see bio
]
Portfolio Mgmt Supervisor
estherb@cpalliance.com
Della Parker [
see bio
]
Portfolio Management Assistant
della@cpalliance.com
Pamela Greblick
[
see bio
]
Portfolio Management Assistant
Pamela@cpalliance.com
Sharon Mort
[
see bio
]
Portfolio Management Assistant
sharon@cpalliance.com
401(k) Pension Plans
Gary E. Clark
[
see bio
]
Director, Institutional Plans
gary@cpalliance.com
Bryan Mau
[
see bio
]
Regional Director
of Retirement Plan Services
BMau@CPAlliance.com
Michael L. Lawton
[
see bio
]
Financial Advisor
Government/Public Sector
MLawton@CPAlliance.com
Tax Department
Michael A. Riskin
[
see bio
]
Director of Taxation
MRiskin@cpalliance.com
Holly D. Kelley
[
see bio
]
Senior Tax Accountant
Holly@cpalliance.com
TyAnn Baity [
see bio
]
Senior Tax Accountant
Tyann@cpalliance.com
Jorge Rivera
[
see bio
]
Staff Accountant
jorge@cpalliance.com
Janell Repsher [
see bio
]
Tax Administrative Assistant
janell@cpalliance.com
Shaun Miller
[
see bio
]
Client Accounting Junior
shaun@cpalliance.com
Operations
Bob Herring
[
see bio
]
Director, Technical and
Support Services
bherring@cpalliance.com
Barbara LaLonde
[
see bio
]
Receptionist
barbara@CPAlliance.com
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