The Team
Carlton Pace
Managing Director - Financial Advisor, Senior Portfolio Manager - Portfolio FocusLisa Ball
Senior Financial Associate![default-photo](/da-portlet/../da-epic-us-theme/themes/da-theme-one-us/_wmos/images/no-photo-01.png)
Tracey Ledda
Senior Investment AssociateMonique Ruiz
Client AssociateCarlton Pace
Managing Director - Financial Advisor, Senior Portfolio Manager - Portfolio FocusLisa Ball
Senior Financial AssociateTracey Ledda
Senior Investment AssociateMonique Ruiz
Client Associate