Team
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Christopher C. Hass, AIF®
Founding Partner
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Jeffrey Caufield, II, AIF®
Founding Partner/Chief Business Development Officer
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Jim Buchheit, AIF®
Managing Director
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Brandon Reich
Portfolio Assistant Manager
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Juli Gabriel
Director of Client Relations
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Jenny Dobbins
Director of Client Services
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Teagan Pappano
Associate Director of Client Relations
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Mary Essaili
Client Relations Associate
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Trish Scott
Client Service Representative
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Kelly Hass
Marketing Director/Client Communications
