Our Team

Russell A. Holznagle

Chief Operating/Financial Officer

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Financial Analyst

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Financial Analyst

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Investment Analyst

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Financial Services Associate

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Investment Analyst

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Financial Services Associate

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Investment Analyst

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Financial Services Associate

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Investment Analyst

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Financial Services Associate

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Senior Trading Operations Analyst

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Receptionist

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Financial Services Associate

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Receptionist

Managing your

University TIAA
and Fidelity Accounts

Managing your

IRA, Roth IRA, 401k,
Trust and Taxable Accounts