Investment Professionals

Arimey Altimari, CFA^®

Fixed Income SMA Portfolio Manager

Philip Apelles

Equity Analyst

Brian Baker

Head of Equity Trading

Brent Barton, CFA^®

Senior Fixed Income Credit Analyst

Kathleen Bourg

Fixed Income SMA Portfolio Manager

Carrie Breswitz

Senior Fixed Income Trader

Robert Bridges, CFA^®

Chief Investment Officer – Head of Equity

Peter Brown, CFA^®

Head of Investment Grade Credit

Robert Brown, CFA^®

Head of Non-Investment Grade Credit

Shane Burke

Advisory Solutions Portfolio Manager

Howard Buznitsky, CFA^®

Senior Fixed Income Credit Analyst

Christopher Campbell

Executive Director

George Carbaugh

Quantitative Research Analyst

Brandon Carl, CFA^®

Portfolio Manager

Orton Chen, CFA^®

Private Client CIO, Portfolio Manager

James Curtis, CFA^®

Portfolio Manager

Garrett Davis

Fixed Income SMA Portfolio Manager

Andrew DiZio, CFA^®

Portfolio Manager

Rebecca Dorfman

Equity Trader & Portfolio Implementation Specialist

Colin Ducharme, CFA^®

Portfolio Manager

Joseph Ely, Jr., CFA^®

Senior Fixed Income Credit Analyst

Mary Weeks Fountain, CFA^®

Senior Portfolio Manager

Stephen Freilich, CFA^®

Fixed Income SMA Portfolio Manager

John Gallagher, CFA^®

Equity Analyst

John Gangi

Fixed Income Portfolio Manager

Joshua Golden

Senior Fixed Income Credit Analyst

Ian Harvel

Fixed Income Portfolio Manager

David Johnson, CFA^®

Senior Fixed Income Municipal Credit Analyst

Griffith Jones, Jr.

Senior Equity Strategist

James Kerin, CFA^®

Fixed Income Portfolio Manager

Michael Kypreos, CFA^®, CAIA^®

Equity Analyst

Jeremy Lopez, CFA^®

Portfolio Manager

John McAuley, CIMA^®

Head of the Family Office and Foundations Practice

Brian McCafferty

Senior Equity Trader

John McElravey, CFA^®

Senior Fixed Income ABS Analyst

Kevin McNair, CFA^®

Senior Fixed Income Portfolio Manager

Michael McVicker

Head of Municipal Credit Analysis

Mark Merullo

Fixed Income SMA Portfolio Manager

Robert Millikan, CFA^®

Senior Fixed Income Portfolio Manager

Byron Mims, CFA^®

Senior Fixed Income Portfolio Manager

Mark Montgomery, CFA^®

Chief Investment Officer

Daniel Morrall

Portfolio Manager

Justin Nicholson

Fixed Income SMA Portfolio Manager

Tom O'Toole

Senior Fixed Income Credit Analyst

Jeffrey Ormsby, CFA^®

Senior Fixed Income Portfolio Manager, MBS Lead

Rich Petruzzo, CFA^®

Fixed Income SMA Portfolio Manager

Travis Pollack, CFA^®

Portfolio Manager

Dusten Pulido, CFA^®

Senior Fixed Income Credit Analyst

Anson Quillen

Quantitative Research Analyst

Alden Ray, CFA^®

Equity Analyst

Andrew Richman, CTFA

Senior Fixed Income Client Strategist

Jeffrey Schappe, CFA^®

Chief Market Strategist

Brandon Senese, CFA^®

Equity Analyst

Nathan Shapiro, CFA^®

Equity Analyst

Will Smith, CFA^®

Portfolio Manager

Kevin Stoll, CFA^®

Head of Quantitative Research and Analytics

Michael Sun, CFA^®

Senior Portfolio Manager

Dow Taylor, Jr., CFA^®

Senior Fixed Income Portfolio Manager

Jeremy Teel

Fixed Income SMA Portfolio Manager

Gerald Van Horn, CFA^®

Portfolio Manager

Robert Weller, CFA^®

Co-Head of Factor Investing/Behavioral Finance and Portfolio Manager

Tab Williams, IV, CPA

Equity Analyst

James Willis, CFA^®

Head of Advisory Solutions

Kenneth Wilson

Director

Charles Wittmann, CFA^®

Portfolio Manager

Gregory Zage, CFA^®

Head of Fixed Income Trading