Leadership Team

        
            Michael Schroeder
            Chairman of PWM
    
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            Erik Dahlberg
            President of PWM
    
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            James R. Allen, CFA®
            Vice Chair
    
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            Kim Fleming, CFA®
            Vice Chair
    
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            John Taft
            Vice Chair
    
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            Laura Thurow, CFA®
            Executive Director of Wealth Solutions and Operations
    
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            Laura Callahan
            Chief Talent Officer of PWM
    
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            Scott Falk
            Chief Operating Officer of PWM
    
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            Katie Costigan
            PWM Executive Market Director
    
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            R. Cory Colvin, CFA®
            PWM Executive Market Director
    
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            Brian W. Kurtz
            PWM Executive Market Director 
    
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            Chris Russell, CFP®
            Executive Market Director
    
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            Ellen Galezewski
            Director of Wealth Solutions Group & Strategy
    
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