Utopia

Our Team

• Barbara Wilson
  Accounting
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  Accounting
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  Client Services
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  Client Services
• Meredith Gillis
  Client Services
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  Client Services
• Sarah Carroll
  Client Services
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  Marketing
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  Operations
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  Operations
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  Operations
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  Portfolio Management
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  Portfolio Management
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  Portfolio Management
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  Retirement Services
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  Technology
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  Trading
• Jon Mohrhardt
  Utopia Funds
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  Wealth Management
• Renée Egelski
  Wealth Management