Observations

Keeping up with the latest from Telarray.
Staff

A Conversation with Gene Gard

How did you get into financial planning and investing? I got started at Dupree Mutual Funds, a small fund family focused on municipal bond strategies. It

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Staff

Meet Madeline

Madeline Welch Client Reporting Intern My name is Madeline Welch, and I joined Telarray in early August as a Client Reporting Intern. I am a

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Staff

Meet Jerome

Jerome Lindsey Securities Trader My name is Jerome Lindsey, and I am the new securities trader at Telarray. I joined the firm in August, after

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Staff

Meet AJ

AJ Kratz Advisor and Portfolio Manager My name is A.J. Kratz, and I am currently the Portfolio Manager at Telarray. I joined the firm in

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Staff

Meet Richard

Richard Paessler President and CCO My name is Richard Paessler, and I am the President of Telarray. I joined the firm in 2011 as the Chief Compliance

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Staff

Meet Brandy

Brandy Wagner Director of Client Services My name is Brandy Wagner, and I am the Director of Client Services at Telarray. I joined the firm in

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Staff

Meet Melinda

Melinda Gunn Vice President of Client Reporting My name is Melinda Gunn, and I am the Vice President of Client Reporting at Telarray. I began

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Staff

Meet Warren

Warren Coleman Chief Investment Officer I am Warren Coleman, CFA and I joined what is now Telarray in 2005 after a 20-year career in the

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