Our People
Nancy Conger, CFP®, President
• Forty years of experience in the securities industry• President of Ezray Investment Advisors for twenty-three years
• Senior Fixed Income Portfolio Manager for institutional clients at U.S. Trust Company, NY
• B.A., Wheaton College (Norton, MA)
• Trustee of Wheaton College and Emeritus Trustee of Ursinus College
Bill Conger, Principal
• Thirty-five years of experience in the securities industry• Managed portfolios for individuals at RBC Wealth Management
• Principal at Morgan Stanley specializing in fixed income trading for over ten years
• Partner at E.A. Moos & Co., a municipal bond dealer
• B.S., University of Maryland and a U.S. Army Vietnam veteran
Tom Trynin, Principal
• Twenty-five years of experience leading customer service businesses• Head of Los Angeles Office, Millennium Partners, a national real estate developer
• CEO of PageNet Brazil, a Warburg Pincus investment
• Fixed Income Trader, Morgan Stanley
• M.B.A., Wharton School of Business; B.A., Yale University
Lori Trapasso, VP Client Relations
• Twelve years of experience in the securities industry• Senior Client Relations Manager at RBC Wealth Management
• B.A., Ramapo College of New Jersey