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Equity


Head of Equity

Robert W. Bridges, CFA®
Robert W. Bridges, CFA®

Senior Managing Director

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Equity Opportunities

George F. Shipp, CFA®
George F. Shipp, CFA®

Managing Director

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Adam B. Bergman, CFA®
Adam B. Bergman, CFA®

Executive Director

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Colin R. Ducharme, CFA®
Colin R. Ducharme, CFA®

Executive Director

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Joshua L. Haggerty, CFA®
Joshua L. Haggerty, CFA®

Executive Director

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R. Griffith Jones, Jr.
R. Griffith Jones, Jr.

Executive Director

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Daniel A. Morrall
Daniel A. Morrall

Executive Director

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Whitney L. Stewart, CFA®
Whitney L. Stewart, CFA®

Executive Director

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Charles J. Wittmann, CFA®
Charles J. Wittmann, CFA®

Executive Director

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Jeremy M. Lopez, CFA®
Jeremy M. Lopez, CFA®

Director

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Rebecca A. Dorfman
Rebecca A. Dorfman

Associate Director

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Timothy B. Reyes
Timothy B. Reyes

Associate Director

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Focused Factor

Robert W. Bridges, CFA®
Robert W. Bridges, CFA®

Senior Managing Director

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Robert O. Weller, CFA®
Robert O. Weller, CFA®

Executive Director

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Brian M. Baker
Brian M. Baker

Executive Director

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Christopher W. Campbell
Christopher W. Campbell

Director

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Fundamental Equity

Robert W. Bridges, CFA®
Robert W. Bridges, CFA®

Senior Managing Director

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Patrick W. Rau, CFA®
Patrick W. Rau, CFA®

Managing Director

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Brian M. Baker
Brian M. Baker

Executive Director

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Lee D. Houser, CFA ®
Lee D. Houser, CFA ®

Executive Director

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William C. Smith, CFA®
William C. Smith, CFA®

Executive Director

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Whitney L. Stewart, CFA®
Whitney L. Stewart, CFA®

Executive Director

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Brian F. McCafferty
Brian F. McCafferty

Director

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James L. Curtis, CFA®
James L. Curtis, CFA®

Director

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A. Tab  Williams, IV, CPA
A. Tab Williams, IV, CPA

Director

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Stratton Relative Value

Gerald M. Van Horn, CFA®
Gerald M. Van Horn, CFA®

Executive Director

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Whitney L. Stewart, CFA®
Whitney L. Stewart, CFA®

Executive Director

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Andrew T. DiZio, CFA ®
Andrew T. DiZio, CFA ®

Director

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Shawn M. Gallagher, CFA ®
Shawn M. Gallagher, CFA ®

Director

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Brian F. McCafferty
Brian F. McCafferty

Director

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Antoine M. McIntosh, CFA ®
Antoine M. McIntosh, CFA ®

Associate Director

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