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Private Wealth Management

We provide highly customized financial advice, investment solutions, and brokerage services to individuals and families. Our financial advisors work to construct, implement, and monitor an asset allocation strategy that will help each client achieve their goals.

David J. Patritti

Fixed Income Sales & Trading

We have cultivated long-standing relationships with investment advisory firms, banks, pension funds, insurance companies, hedge funds, and other money management enterprises.

Alan D. Vogt

Customized Bond Portfolios

We construct customized bond portfolios to meet specific cash flow and liquidity needs. We also have decades of experience in implementing portfolios for clients with socially-responsible investing (SRI) restrictions.

Michael P. Walsh          Matthew R. Walsh

Operations & Compliance

Charles E. Dodson          Deborah W. Mertz          Matthew R. Walsh


JAG Capital Management

Our affiliated registered investment advisory firm, JAG Capital Management, provides proprietary asset management services to non-profit institutions, corporations, and affluent individuals across the United States. They offer a variety of separately-managed account strategies to our clients, encompassing domestic equity, fixed-income, and balanced investment mandates.



…Since there is very little good can be accomplished, or evil avoided, without the aid of money, we must look after it in small as well as in great matters.

– Catherine McAuley