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Photo of Maxwell Anthony

Maxwell Anthony

Head of Institutional Strategy & Client Service

Photo of Lane Angell

Marketing & Communications Analyst

Photo of James Atkins

Intermediary Strategist

Photo of D. Bradford Barrett

D. Bradford Barrett

Senior Institutional Strategist

Photo of John Barrett

John Barrett, AIF^®

Institutional Strategist

Photo of Aaron Best

Client Service Analyst

Photo of Stacey Bryant

Sales Desk Manager

Photo of Michelle Bumgarner

Michelle Bumgarner

Middle Market Client Service Manager

Photo of Daniel Calabretta

Daniel Calabretta, AAMS^®

Intermediary Client Strategist

Photo of David Coon

Head of Intermediary Distribution

Photo of Anthony Corallo

Anthony Corallo, CTP^®

Senior Institutional Strategist

Photo of Anthony DeLucia

Anthony DeLucia

Senior Institutional Strategist

Photo of Shital Desai

Compliance & Risk Officer

Photo of Sofia Dieppa

Internal Intermediary Strategist

Photo of Austin Dunlap

Head of Insurance Solutions

Photo of Charles Durham

Chief Compliance & Risk Officer

Photo of Damarius Edwards

Damarius Edwards

Client Strategist

Photo of R. Tavist Ferguson

R. Tavist Ferguson

Internal Intermediary Strategist

Photo of Lucie Fisher

Marketing & Communications Analyst

Photo of J. Michael Flowers

J. Michael Flowers

Senior Client Strategist

Photo of Stephanie Garrett

Stephanie Garrett

Marketing & Communications Analyst

Photo of Jennifer Gunn

Jennifer Gunn, CRPS™

Intermediary Client Service Manager

Photo of Vanessa Hampton

Vanessa Hampton

Sr. Client Strategist

Photo of Kate Heacox

Senior Client Service Analyst

Photo of Penn Hudson

Internal Intermediary Strategist

Photo of Daniel Hurtado

Daniel Hurtado, CFA^®

RFP & Database Lead

Photo of Michael Jensen

Client Strategist

Photo of Megan Jessee

National Accounts

Photo of Jackson Kloiber

Jackson Kloiber

Client Service Analyst

Photo of Amanda Kretsch

Senior Institutional Strategist

Photo of Bob Leahy

Client Strategist

Photo of Tonya Loomis

Client Service Analyst

Photo of Lydia Marcinko

Senior Client Service Analyst

Photo of Brian Martin

Brian Martin, CFP^®, CIMA^®

Intermediary Platform Sales, National Accounts

Photo of John McAuley

John McAuley, CIMA^®

Head of Family Office and Foundations Practice

Photo of Grayson McClendon

Grayson McClendon

Internal Intermediary Strategist

Photo of Daniel McElravey

Daniel McElravey

Client Service Analyst

Photo of Evan Montgomery

Evan Montgomery

RFP Writer & Database Analyst

Photo of Blake Myton

Senior Institutional Strategist

Photo of Margaret O'Leary

Margaret O'Leary, CIMA^®

Senior Intermediary Strategist

Photo of Stephanie Palmaro

Stephanie Palmaro

Senior Client Service Analyst

Photo of William Palmer

Intermediary Strategist

Photo of Sarah Palmquist

Sarah Palmquist, CMFC^®

Senior Institutional Strategist

Photo of Rebecca Patel

Deputy Chief Compliance Officer

Photo of Maximus Pavone

RFP Writer & Database Analyst

Photo of Allison Pence

Head of Marketing & Communications

Client Service Analyst

Photo of Maria Pistiolis

Maria Pistiolis

Client Service Analyst

Photo of Joe Reid

Client Strategist

Photo of Hope Rogers

Marketing & Communications Analyst

Photo of Evan Rohrmeier

Client Service Analyst

Photo of Timothy Sargent

Timothy Sargent

Institutional Strategist

Photo of Keith Schwartz

National Account Manager

Photo of Julia Scruggs

Internal Intermediary Strategist

Photo of Ami Shah

National Accounts Manager

Photo of Nicholas Sheets

Nicholas Sheets

Client Service Analyst

Photo of Reagan Shopp

Senior Intermediary Strategist

Photo of Tate Small

Director of Client Service & Analytics

Photo of Jodi Stern

Compliance & Risk Manager

Photo of Whitney Stewart

Whitney Stewart, CFA^®

Client Portfolio Manager

Photo of Nicholas Totaro

Nicholas Totaro, CTP^®

Institutional Client Strategist

Photo of Adnan Virani

Senior Client Strategist

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