Staff

Tony D. Behrens

Tony D. Behrens

Portfolio Operations Associate

Tony Behrens is a portfolio operations associate 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

Stephen A. Bergman

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.

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

Client Service Associate

Laura Daly is a client service associate at Huber Financial with the lead responsibility of servicing the clients of Dave Huber, Pete Doyle and Will Gunlicks. She is responsible for on-boarding, servicing and building relationships with these select clients.

Kyle P. Deal

Kyle P. Deal

Client Service Associate

Kyle Deal is a client service associate at Huber Financial and has the lead responsibility for servicing the clients of Ed Cruickshank and Janet Petran.

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.

John M. Hanley, CFA, CAIA

John M. Hanley, CFA, CAIA

Director of Portfolio Services

John Hanley is director of portfolio services for Huber Financial and oversees the firm’s back-office and technology systems. He is responsible for performing business analytics, where he interprets and translates firm-wide data into meaningful and straightforward information to drive business results.

Paulina M. Iantchev

Paulina M. Iantchev

Senior Client Service Associate

Paulina Iantchev is a senior client service associate at Huber Financial with the lead responsibility of servicing the clients of Rob Morrison, Bob Witt, Kim Drake and Doug Morton. She also oversees a team of client service associates.

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.