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Our Team

Our values guide us, our team defines us.


Client & Business Development

Alan C. Ashworth, CFA, CAIA

Principal, Client & Business Development

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Justin A. Briggs

Product Specialist

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Kristy H. Ciaschi

Principal, Marketing & Client Service Manager

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Lindsay W. Clarke

Marketing Specialist

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Paul D. Foster, CFA

Principal, Consultant & Client Relations

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Laura F. Gardner

Portfolio Specialist

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Stephen M. Goddard Jr.

Investment Specialist

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Ryan S. Hissey

Investment Specialist

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Timothy C. McCoy, Jr.

Principal, Head of Client & Business Development

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T. Guyon McKnight, CFA

Client Portfolio Manager

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Torey J. Pellegrini, CFA

Client & Business Development, Intermediaries

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Rocco A. Ranieri, CFA

Client Portfolio Manager

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Mike D. Sutter

Client & Business Development

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Kayla C. Veschi

Digital Marketing Specialist

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Robert L. Wainscott

Principal, Client & Business Development

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