Neal Huggins Financial Advisor Investment Advisor Representative, offering advisory services through Verity Asset Management [Registered Investment Adviser] Registered Representative, offering securities through Verity Investments, Inc. [Member FINRA, SIPC]
Peter J. Hynes Financial Advisor Peter Hynes is a Certified Financial Planner with over 20 years of experience in assisting his client's with their wealth management needs by offering comprehensive investment management and financial planning strategies coupled with independent advice and recommendations. While he works...
Peter G. Klas Registered Fiduciary, Financial Advisor Everyone is Unique With over 19 years’ experience as a financial and investment consultant it might seem surprising that the most significant thing I’ve learned is that “everyone is unique”. When it comes to planning your future there is no...
Jeffrey C. Potter Financial Advisor Investment Advisor Representative, offering advisory services through Verity Asset Management [Registered Investment Adviser] Registered Representative, offering securities through Verity Investments, Inc. [Member FINRA, SIPC]
Kurt D. Preble Senior Financial Advisor Investment Advisor Representative, offering advisory services through Verity Asset Management [Registered Investment Adviser] Registered Representative, offering securities through Verity Investments, Inc. [Member FINRA, SIPC]
John Rudd CPA / Financial Advisor Investment Advisor Representative, offering advisory services through Verity Asset Management [Registered Investment Adviser] Registered Representative, offering securities through Verity Investments, Inc. [Member FINRA, SIPC]
Gretchen R. Stroemer Financial Advisor Investment Advisor Representative, offering advisory services through Verity Asset Management [Registered Investment Adviser] Registered Representative, offering securities through Verity Investments, Inc. [Member FINRA, SIPC]
Michael N. Timofeeff Financial Advisor Investment Advisor Representative, offering advisory services through Verity Asset Management [Registered Investment Adviser] Registered Representative, offering securities through Verity Investments, Inc. [Member FINRA, SIPC]
Malcolm M. Trevillian Portfolio Manager Malcolm joined Verity's Investment Team in 2008. He began his investment career in New York with Merrill Lynch in 1980, later holding portfolio management positions at First Union National Bank and at several private investment firms, including Chatham Advisors, a...
Sujatha R. Avutu Portfolio Manager Sujatha joined Verity’s Investment Team in 2022. She has more than 25 years of investment management industry experience, including positions as a Director, a Managing Director, and a Senior Portfolio Manager responsible in her various capacities for large portfolios of...