Staff

Christopher M. Beckman

Christopher M. Beckman

Client Service Associate

Chris Beckman is a client service associate at Huber Financial and has the lead responsibility for servicing the clients of Ed Cruickshank, Bob Witt and Jeremy Joseph. He is responsible for on-boarding, servicing and building relationships with these select clients.

Tony D. Behrens

Tony D. Behrens

Portfolio Services Manager

Tony Behrens is a portfolio services manager for Huber Financial. He manages and maintains the firm’s back-office and technology systems, covering everything from reporting and billing to workflows and the customer relationship management (CRM) system.

Stephen A. Bergman, CFA

Stephen A. Bergman, CFA

Portfolio Manager

Stephen Bergman is a portfolio manager at Huber Financial, responsible for trading, investment research and analyzing client portfolios. He is also a member of the firm’s Investment Committee.

Maxwell C. Bodette, CFP<sup>®</sup>

Maxwell C. Bodette, CFP®

Portfolio Manager

Maxwell Bodette is a portfolio manager at Huber Financial, responsible for trading, investment research and analyzing client portfolios. He is also a member of the firm’s investment committee.

Martha E. Conlon

Martha E. Conlon

Communications Manager

Martha Conlon is communications manager at Huber Financial, responsible for developing and implementing corporate marketing communications strategy. She also manages and helps develop the company’s editorial content.

Laura T. Daly

Laura T. Daly

Senior Client Service Associate

Laura Daly is a senior client service associate at Huber Financial with the lead responsibility of servicing the clients of Dave Huber, Pete Doyle and Will Gunlicks. She also oversees a team of client service associates.

Cheryl A. Ferguson

Cheryl A. Ferguson

Director of Human Resources; Compliance Administration

As director of human resources; compliance administration for Huber Financial, Cheryl Ferguson works with Pete Doyle, the firm’s chief compliance officer, to ensure company-wide compliance and protect client assets.

Carla M. Guthrie

Carla M. Guthrie

Event Planner

Carla Guthrie is an event planner for Huber Financial and coordinates all the firm’s client appreciation and strategic partner educational events.

Vanessa V. Nelson

Vanessa V. Nelson

Portfolio Administrator

Vanessa Nelson is a portfolio administrator on our client service team.

Daniel G. Noonan

Daniel G. Noonan

Portfolio Manager

Daniel Noonan is a portfolio manager at Huber Financial, responsible for trading, investment research and analyzing client portfolios. He is also a member of the firm’s investment committee.

Erica D. Simios

Erica D. Simios

Client Service Associate

Erica Simios is a client service associate at Huber Financial and is responsible for servicing the clients of Rob Morrison, Bob Witt, Kim Drake and Doug Morton. She is responsible for on-boarding, servicing and building relationships with these select clients.

Elena A. Zekic

Elena A. Zekic

Portfolio Services Associate

As a portfolio services associate for Huber Financial, Elena Zekic works on a team that focuses on maintaining Huber Financial’s back-office and technology platforms. She is primarily responsible for account maintenance, data reconciliation, performance reporting and daily trading review.