Leo is the Founder and CEO of Verdence, leading a dynamic team of service and investment professionals
Leo Kelly
Nancy provides tailored solutions that align with a family's vision, values, and legacy
Nancy McColgan
Rich has a passion for working with families of significant wealth on intelligent investing and planning for the future.
Richard Rosa
Matt advises ultra-high-net-worth families on all of their specific financial goals and needs.
Matthew S. Moore
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
Charlie specializes in developing and implementing advanced planning and investment strategies for high-net-worth families.
Charles Holt
Kai assists clients and families navigate the complexities of bookkeeping, bill pay, and financial reporting.
Kai Kressman
Megan heads the Verdence Investment Committee and sets strategic asset allocations made within client portfolios. She is one of the financial media’s go-to resources for all things markets and investing.
Megan Horneman
Serving as the Executive Director of Investment Strategy, Matt's role is to design and implement Verdence/FAMILY's investment approach.
Matthew Andrulot
Jason is responsible for providing oversight and specialized support services and trading for clients’ investment and planning needs.
Jason Edelson
Reid manages Verdence’s client performance and reporting services and works to continually improve the overall client experience.
Reid Barger
Kevin provides key compliance oversight by developing and maintaining Verdence/FAMILY policies and procedures to help ensure our regulatory obligations are met.
Kevin Cuff
With nearly 30 years in financial services, Debbie delivers outstanding client experiences with keen attention to detail.
Debbie Berlin
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
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
Advice for generations.
MARYLAND
50 Schilling Rd
Suite 300
Hunt Valley, MD 21031
Office: 410.472.5380
Toll Free: 888.698.6698
VIRGINIA
44 Canal Center Plaza
Suite 550
Alexandria, VA 22314
Office: 703.349.0699
Toll Free: 888.698.6698
FLORIDA
5551 Ridgewood Dr
Suite 303
Naples, FL 34108
Office: 239.236.4333