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Photo of Maxwell Anthony

Maxwell Anthony

Head of Institutional Distribution & Client Service

Photo of James Atkins

Client Strategist

Photo of D. Bradford Barrett

D. Bradford Barrett

Senior Client Strategist

Photo of John Barrett

John Barrett, AIF^®

Senior Client Service Analyst

Photo of Christopher Best

Christopher Best

Senior Client Strategist

Photo of Stacey Bryant

Sales Desk Manager

Photo of Michelle Bumgarner

Michelle Bumgarner

Middle Market Client Service Manager

Photo of Corey Byrd

Senior Client Strategist

Photo of Daniel Calabretta

Daniel Calabretta, AAMS^®

Senior Client Service Analyst

Photo of Anthony Corallo

Anthony Corallo, CTP^®

Senior Client Strategist & Head of Liquidity Solutions

Photo of Anthony DeLucia

Anthony DeLucia

Head of OCIO & Senior Client Strategist

Photo of Austin Dunlap

Client Strategist

Photo of J. Michael Flowers

J. Michael Flowers

Senior Client Strategist

Photo of Ricki Green

Senior Client Service Analyst

Photo of Jennifer Gunn

Jennifer Gunn, CRPS™

Senior Client Service Analyst

Photo of Daniel Hurtado

Client Service Analyst

Photo of Michael Jensen

Client Service Analyst

Photo of Megan Jessee

National Accounts

John Jordan, CFA^®

Senior Client Strategist

Photo of Bo Kenan

Client Service Analyst

Photo of Jackson Kloiber

Jackson Kloiber

Client Service Analyst

Photo of Tonya Loomis

Client Service Analyst

Photo of Jazz Lynch

Client Service Analyst

Photo of James Mallory

James Mallory, AIF^®

Senior Client Strategist

Photo of Brian Martin

Brian Martin, CFP^®, CIMA^®

Head of National Accounts

Photo of John McAuley

John McAuley, CIMA^®

Head of Intermediary Distribution and Marketing

Photo of Jayme McDonald

Jayme McDonald, CFP^®

Head of Client Service & Analytics

Photo of Daniel McElravey

Daniel McElravey

Client Service Analyst

Photo of R. Aaron Myers

R. Aaron Myers, CIMA^®, CRPC^®

Senior Client Strategist

Photo of Blake Myton

Senior Client Strategist

Photo of Margaret O'Leary

Margaret O'Leary, CIMA^®

Senior Client Strategist

Photo of Stephanie Palmaro

Stephanie Palmaro

Senior Client Service Analyst

Photo of William Palmer

Client Strategist

Photo of Sarah Palmquist

Sarah Palmquist, CMFC^®

Senior Client Strategist

Photo of Allison Pence

Head of Marketing

Photo of Michael Ryan

Michael Ryan, CFA^®

Head of Insurance & Financial Services Solutions

Photo of Timothy Sargent

Timothy Sargent

OCIO Client Strategist

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Nicholas Sheets

Client Service Analyst

Photo of Tyler Sheffield

Tyler Sheffield, CFA^®

Senior Client Service Analyst

Photo of Reagan Shopp

Senior Client Strategist

Photo of Tate Small

Intermediary Client Service Manager

Photo of Edward Watson

Client Strategist

Photo of John Winthrop

John Winthrop, CIMA^®

Senior Client Strategist

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