Our Team

To best serve each relationship, HB pulls from the various strengths of each of its more than 50 employees. Each client service team includes four to five employees — a principal, a director or senior associate, an associate and an administrator.

Principals

Andrew (Andy) J. Berg, CFP®

Frank H. Butterfield, CPA, CFP®, PFS, CFA

Adam L. Fuller, CFA, CFP®

Anthony J. Guinta, CPA, CFP®, PFS

Andrew (Drew) R Klepchick, CFP®

Directors

Robin S. Aiken, CFP®

William H. Bolen, Jr

Christopher V. Casdia, CSCP, Compliance and Operations Manager

Thomas J. Houle, Director of Business Development

Monica H. McDonald, CFP®

Wayne D. Moss, CFP®

Tricia Mulcare, CPA, CFP®, PFS, CDFA™ 

James M. Ruff, CFP®

Michael (Mike) R. Stanford

Frank T. Waterson, CFP®

Senior Associates

Christopher R. Kowal, CFP®

Jeffrey D. Meuter, CFP® 

Benjamin L. Riddick, CFP®

John H. Taylor, CFP®

Kerstin A. Wiles, CFP®, CDFA 

Associates

Missie Beach, CFP®

Matthew B. Barber, CFA, CFP®

Margo M. Bryk

Kyle D. Glenn, CFA, CFP®

David J. Kochamba,  CFP®

Kyle Kvalheim, CFP®

Michael D. Landsberg, CPA

Rachael H. Neil, CFP®

Amelia C. Ostenson

Jeffrey B. Rosengarten

MaryCatherine Sikes

J. Colin Sturgis, CFP®

James K. Underwood, CPA

Junlu Zhang, CPA

Investment Department

Brigid T. Cochran, Investment Specialist/Fund Administrator

Brian P. Hilderbrand, CFA, Investment Analyst

Krista A. Koch, Fund Administrator

Stephanie S. Lang, CFA, Director

Andrew W. Pratt, Investment Specialist

Peter Wietrak, Investment Analyst

Operations Department

Katie E. Bigley, Operations Specialist

Nichelle K. Campanile, Custodial Specialist

Michael C. Flynn, Operations Specialist

Sean Hendler, Operations Specialist

April C. Jones, Marketing Assistant

Lainey E. McLellan, Operations Specialist

Matthew Marinovich, Trading and Operations Specialist

Teri L. Sebastian, Custodial Specialist

Human Resources Manager

Tricia G. Laws, MSHRM, PHR, CLU