OUR TEAM

Leo is the Founder and CEO of Verdence, leading a dynamic team of service and investment professionals

Leo Kelly

Partner, CEO

410.472.5381
Rich has a passion for working with families of significant wealth on intelligent investing and planning for the future.

Richard Rosa

Partner, Relationship Manager

410.472.5390
Carol oversees clients’ multi-generational trusts and estates as part of Verdence/Family’s sophisticated offering.

Carol Hopkins

Family Office Strategist

410.403.2683
Matt advises ultra-high-net-worth families on all of their specific financial goals and needs.

Matthew S. Moore

Partner, Relationship Manager

410.472.5391
Tom leads the executive team that sets the strategic vision for the firm, where he constantly challenges the team to provide exceptional financial services.

Thomas New

President

410.472.5392
Charlie specializes in developing and implementing advanced planning and investment strategies for high-net-worth families.

Charles Holt

Partner, Relationship Manager

703.468.2715
As Chief Investment Officer, Megan leads our Investment Committee and drives portfolio strategy. She is a frequent commentator on financial markets across major media outlets.

Megan Horneman

Chief Investment Officer

410.403.2681
Serving as the Managing Director of RIA+, Matt oversees due diligence and private investments to design and implement Verdence/FAMILY's strategy.

Matthew Andrulot

Managing Director of RIA+

410.472.5388
Jason is responsible for providing oversight and specialized support services and trading for clients’ investment and planning needs.

Jason Edelson

Executive Director, Trading

443.212.7049
Kevin provides key compliance oversight by developing and maintaining Verdence/FAMILY policies and procedures to help ensure our regulatory obligations are met and client services are seamless.

Kevin Cuff

Chief Operating Officer

410.472.5384
With over 30 years in financial services, Debbie delivers outstanding client experiences with keen attention to detail.

Debbie Berlin

Senior Private Wealth Associate

410.472.5387
Susan began her 20-year career supporting pro athletes’ advisors, then transitioned her talents to financial services as a dedicated private wealth associate.

Susan Insley

Private Wealth Associate

410.403.2660
Annie's experience spans over three decades servicing high-net-worth families. She focuses on client service, execution of client investment programs, administration, and private banking.

Annie McCann

Private Wealth Associate

703.468.2716