Client Strategy & Service

Maxwell Anthony

Head of Institutional Strategy & Client Service

James Atkins

Relationship Strategist

D. Bradford Barrett

Senior Client Strategist

John Barrett, AIF^®

Senior Client Service Analyst

Christopher Best

Senior Client Strategist

Stacey Bryant

Internal Manager Client Strategist - East/Northeast

Michelle Bumgarner

Middle Market, Client Service Manager

Corey Byrd

Client Strategist

Daniel Calabretta

Client Strategist

Anthony Corallo, CTP^®

Head of Liquidity Solutions

Anthony DeLucia

Head of OCIO and Senior Client Strategist

Austin Dunlap

Client Strategist

J. Michael Flowers

Relationship Strategist

Ricki Green

Client Strategist - Southeast

Jennifer Gunn

Senior Client Service Analyst

Daniel Hurtado

Client Service Analyst

Michael Jensen

Client Strategist - West

Megan Jessee

National Accounts

John Jordan, CFA^®, CTP^®

Senior Client Strategist

Bo Kenan

Client Service Analyst

Jackson Kloiber

Client Service Analyst

Tonya Loomis

Client Service Analyst

Jazz Lynch

Client Service Analyst

James Mallory, AIF^®

Senior Client Strategist

Brian Martin, CFP^®, CIMA^®

Head of National Accounts

John McAuley, CIMA^®

Head of Intermediary Distribution and Marketing

Jayme McDonald, CFP^®

Head of Client Service & Analytics

Daniel McElravey

Client Service Analyst

R. Aaron Myers, CIMA^®, CRPC^®

Relationship Strategist

Blake Myton

Senior Client Strategist

Margaret O'Leary, CIMA^®

Regional Consultant - East/Northeast

Stephanie Palmaro

Senior Client Service Analyst

William Palmer

Relationship Strategist

Sarah Palmquist, CMFC^®

Senior Client Strategist

Allison Pence

Head of Marketing

Michael Ryan, CFA^®

Head of Insurance Strategy

Timothy Sargent

OCIO Client Strategist

Tyler Sheffield, CFA^®

Senior Client Service Analyst

Reagan Shopp

Regional Consultant - West

Tate Small

Intermediary Client Service Manager

Nick Totaro, CTP^®

Senior Client Service Analyst

Edward Watson

Client Strategist

John Winthrop, CIMA^®

Client Strategist